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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
751
Ameritas Advisory Services
Nebraska
$285K -$631K -5,927 -69%
SP
752
Sequent Planning
Nebraska
$284K +$4.79K +45 +2%
BWP
753
Baldwin Wealth Partners
Massachusetts
$281K – – –
WMA
754
West Michigan Advisors
Michigan
$279K +$52.2K +490 +23%
SI
755
Seeds Investor
New York
$277K +$277K +2,602 New
LFG
756
Lockerman Financial Group
California
$277K – – –
CG
757
Clarus Group
Texas
$275K -$137K -1,285 -33%
XT
758
XTX Topco
Cayman Islands
$273K -$14.4K -135 -5%
SRC
759
Shufro Rose & Co
New York
$273K -$13.4K -126 -5%
VWA
760
VERITY Wealth Advisors
United States
$273K – – –
MCM
761
Mattern Capital Management
Colorado
$273K -$106 -1 -0%
MWM
762
Marion Wealth Management
Pennsylvania
$273K +$273K +2,566 New
KOC
763
Koss-Olinger Consulting
Florida
$272K -$412K -3,866 -60%
KA
764
Kovack Advisors
Florida
$271K -$5.11K -48 -2%
HCWM
765
Hidden Cove Wealth Management
Washington
$271K – – –
HW
766
HORAN Wealth
Ohio
$270K -$268K -2,521 -50%
WAG
767
Winthrop Advisory Group
Massachusetts
$268K +$8.3K +78 +3%
SWGC
768
Summit Wealth Group (Colorado)
Colorado
$268K +$1.17K +11 +0.4%
LEFP
769
Leading Edge Financial Planning
Tennessee
$266K +$266K +2,503 New
FCP
770
Fidelis Capital Partners
Florida
$266K – – –
LL
771
LPWM LLC
Minnesota
$266K – – –
UIM
772
Unified Investment Management
Georgia
$266K +$266K +2,500 New
PWAM
773
Private Wealth Asset Management
Iowa
$266K -$32.8K -308 -11%
CAG
774
Curtis Advisory Group
California
$264K +$55.6K +522 +27%
PFPG
775
Pinnacle Financial Partners (Georgia)
Georgia
$262K +$262K +2,463 New
29 30
31
32 33