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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
701
One Wealth Advisors
California
$313K -$324K -3,044 -51%
GWMIA
702
Global Wealth Management Investment Advisory
Florida
$313K +$26.7K +251 +9%
IWM
703
Integris Wealth Management
California
$312K – – –
GWL
704
Generations Wealth LLC
Ohio
$310K +$310K +2,910 New
CW
705
CreativeOne Wealth
Kansas
$310K +$13.2K +124 +4%
ACG
706
Allen Capital Group
Nebraska
$310K +$309K +2,903 New
FA
707
Flagstar Advisors
New York
$309K +$27.1K +254 +10%
SYBT
708
Stock Yards Bank & Trust
Kentucky
$306K +$306K +2,869 New
CFS
709
Coordinated Financial Services
Colorado
$303K +$2.45K +23 +0.8%
MFC
710
Morris Financial Concepts
South Carolina
$302K +$10.6K +99 +4%
LAMC
711
Longview Asset Management (California)
California
$300K -$201K -1,883 -40%
PWAM
712
Private Wealth Asset Management
Iowa
$299K -$52.3K -491 -15%
FCM
713
Firestone Capital Management
Florida
$298K +$37.3K +350 +14%
SAM
714
Smartleaf Asset Management
Massachusetts
$298K -$490K -4,600 -62%
BC
715
BDFS Capital
Delaware
$298K +$297K +2,789 New
XT
716
XTX Topco
Cayman Islands
$297K +$297K +2,787 New
HWMG
717
Hurlow Wealth Management Group
Indiana
$290K +$7.14K +67 +3%
BWP
718
Burling Wealth Partners
Illinois
$289K +$289K +2,710 New
HBT
719
Hills Bank & Trust
Iowa
$288K – – –
SFG
720
Sovereign Financial Group
Connecticut
$288K +$20.9K +196 +8%
KA
721
Kovack Advisors
Florida
$284K -$26.6K -250 -9%
HFA
722
High Falls Advisors
New York
$283K -$39.5K -371 -12%
BL
723
BFSG LLC
California
$282K +$74.8K +702 +36%
EP
724
Essential Planning
New Hampshire
$282K – – –
BWP
725
Baldwin Wealth Partners
Massachusetts
$282K +$281K +2,640 New
27 28
29
30 31