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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
Hengehold Capital Management
Ohio
– -$314K -3,000 Closed
SFG
727
SevenBridge Financial Group
Pennsylvania
– -$304K -2,903 Closed
EM
728
Excalibur Management
Massachusetts
– -$298K -2,851 Closed
HCM
729
Hollencrest Capital Management
California
– -$280K -2,681 Closed
Kovitz Investment Group Partners
730
Kovitz Investment Group Partners
Illinois
– -$268K -2,563 Closed
Wealthfront Advisers
731
Wealthfront Advisers
California
– -$258K -2,462 Closed
VFPW
732
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$239K -2,282 Closed
ADL
733
Asset Dedication LLC
California
– -$232K -2,214 Closed
OCM
734
Objective Capital Management
Ohio
– -$230K -2,199 Closed
WFA
735
Wipfli Financial Advisors
Wisconsin
– -$222K -2,120 Closed
FI
736
Financial Insights
Washington
– -$217K -2,074 Closed
LWP
737
Legacy Wealth Planning
Nevada
– -$202K -1,935 Closed
OWA
738
Octavia Wealth Advisors
Ohio
– -$201K -1,923 Closed
PW
739
Peninsula Wealth
California
– -$201K -1,922 Closed
PCM
740
Penserra Capital Management
California
– -$197K -1,890 Closed
TAM
741
Tucker Asset Management
Colorado
– -$95.3K -911 Closed
AA
742
Ancora Advisors
Ohio
– -$78K -741 Closed
RP
743
Rice Partnership
Hawaii
– -$73K -695 Closed
GAM
744
Gemmer Asset Management
California
– -$68K -656 Closed
Koshinski Asset Management
745
Koshinski Asset Management
Illinois
– -$66.6K -637 Closed
LWP
746
Laurel Wealth Planning
Minnesota
– -$50K -475 Closed
EW
747
Element Wealth
Mississippi
– -$49K -468 Closed
FP
748
Financial Perspectives
Minnesota
– -$45.7K -437 Closed
AWM
749
Abound Wealth Management
Tennessee
– -$39.5K -378 Closed
CIBC Private Wealth Group
750
CIBC Private Wealth Group
Georgia
– -$20K -190 Closed
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30
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