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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
751
Lockerman Financial Group
California
$277K – – –
CG
752
Clarus Group
Texas
$275K -$137K -1,285 -33%
XT
753
XTX Topco
Cayman Islands
$273K -$14.4K -135 -5%
SRC
754
Shufro Rose & Co
New York
$273K -$13.4K -126 -5%
VWA
755
VERITY Wealth Advisors
United States
$273K – – –
MCM
756
Mattern Capital Management
Colorado
$273K -$106 -1 -0%
MWM
757
Marion Wealth Management
Pennsylvania
$273K +$273K +2,566 New
KOC
758
Koss-Olinger Consulting
Florida
$272K -$412K -3,866 -60%
KA
759
Kovack Advisors
Florida
$271K -$5.11K -48 -2%
HCWM
760
Hidden Cove Wealth Management
Washington
$271K – – –
WAG
761
Winthrop Advisory Group
Massachusetts
$268K +$8.3K +78 +3%
SWGC
762
Summit Wealth Group (Colorado)
Colorado
$268K +$1.17K +11 +0.4%
LEFP
763
Leading Edge Financial Planning
Tennessee
$266K +$266K +2,503 New
FCP
764
Fidelis Capital Partners
Florida
$266K – – –
LL
765
LPWM LLC
Minnesota
$266K – – –
UIM
766
Unified Investment Management
Georgia
$266K +$266K +2,500 New
PWAM
767
Private Wealth Asset Management
Iowa
$266K -$32.8K -308 -11%
CAG
768
Curtis Advisory Group
California
$264K +$55.6K +522 +27%
PFPG
769
Pinnacle Financial Partners (Georgia)
Georgia
$262K +$262K +2,463 New
RCS
770
R2 Capital Strategies
Nebraska
$262K +$262K +2,460 New
CAL
771
Capital Advisors Ltd
Ohio
$261K – – –
ALA
772
Atlas Legacy Advisors
California
$260K -$4.26K -40 -2%
WCFP
773
White & Co Financial Planning
Washington
$256K +$2.34K +22 +0.9%
HWMG
774
Hurlow Wealth Management Group
Indiana
$256K -$86.9K -816 -25%
TBA
775
Tower Bridge Advisors
Pennsylvania
$256K +$255K +2,400 New
29 30
31
32 33