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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
726
Jefferies Financial Group
New York
$296K +$96.3K +900 +48%
NAM
727
NTV Asset Management
West Virginia
$295K -$44.7K -418 -13%
IFG
728
Independent Financial Group
California
$294K -$21.4K -200 -7%
BC
729
BDFS Capital
Delaware
$294K -$2.68K -25 -0.9%
MW
730
Maia Wealth
Colorado
$290K -$27K -252 -8%
CFB
731
Cullen/Frost Bankers
Texas
$289K -$188K -1,758 -39%
XT
732
XTX Topco
Cayman Islands
$288K -$8.99K -84 -3%
HBT
733
Hills Bank & Trust
Iowa
$288K – – –
SRC
734
Shufro Rose & Co
New York
$287K +$288K +2,694 New
IWM
735
Integris Wealth Management
California
$286K -$25.9K -242 -8%
CI
736
CX Institutional
Indiana
$283K -$877K -8,193 -76%
BWP
737
Baldwin Wealth Partners
Massachusetts
$281K – – –
KW
738
Keyvantage Wealth
Pennsylvania
$279K -$428 -4 -0.2%
SP
739
Sequent Planning
Nebraska
$279K +$280K +2,618 New
LFG
740
Lockerman Financial Group
California
$277K – – –
KA
741
Kovack Advisors
Florida
$276K -$7.17K -67 -3%
MCM
742
Mattern Capital Management
Colorado
$273K – – –
VWA
743
VERITY Wealth Advisors
United States
$273K – – –
EP
744
Essential Planning
New Hampshire
$271K -$10.1K -94 -4%
HCWM
745
Hidden Cove Wealth Management
Washington
$271K – – –
PG
746
Proffitt & Goodson
Tennessee
$271K +$2.25K +21 +0.8%
SWGC
747
Summit Wealth Group (Colorado)
Colorado
$267K +$268K +2,504 New
FCP
748
Fidelis Capital Partners
Florida
$266K – – –
LL
749
LPWM LLC
Minnesota
$266K +$268K +2,501 New
SFC
750
Strategic Financial Concepts
Texas
$266K +$277K +2,587 New
28 29
30
31 32