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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
751
First Hawaiian Bank
Hawaii
$204K – – –
UFA
752
Uptown Financial Advisors
Texas
$204K +$204K +1,935 New
TFP
753
Traction Financial Partners
Wyoming
$203K +$204K +1,929 New
UAG
754
United Advisor Group
Ohio
$203K +$203K +1,924 New
PPH
755
Pure Portfolios Holdings
Oregon
$202K -$1.16K -11 -0.6%
NWM
756
Northwest Wealth Management
Iowa
$202K – – –
SIC
757
Sterling Investment Counsel
New York
$202K -$845 -8 -0.4%
CM
758
Columbus Macro
Pennsylvania
$202K -$40.9K -387 -17%
CF
759
Collier Financial
Colorado
$199K +$199K +1,888 New
AWM
760
Accredited Wealth Management
Kentucky
$177K +$177K +1,680 New
CT
761
Clearstead Trust
Maine
$172K – – –
PFBT
762
Parkside Financial Bank & Trust
Missouri
$171K +$19.4K +184 +13%
PTC
763
Private Trust Company
Ohio
$157K +$422 +4 +0.3%
LFA
764
LGT Financial Advisors
Texas
$151K -$6.13K -58 -4%
GEA
765
Glen Eagle Advisors
New Jersey
$151K – – –
RBC
766
Rye Brook Capital
Connecticut
$148K – – –
BL
767
Balentine LLC
Georgia
$141K -$8.47M -80,235 -98%
BBHC
768
Brown Brothers Harriman & Co
New York
$138K – – –
AEPWM
769
Atlantic Edge Private Wealth Management
Florida
$137K – – –
GWSG
770
GPS Wealth Strategies Group
Colorado
$122K – – –
CAL
771
Capital Analysts LLC
Pennsylvania
$117K +$8.03K +76 +7%
RF
772
Robinswood Financial
Washington
$115K – – –
SW
773
SoFi Wealth
California
$111K +$111K +1,051 New
DF
774
Dunhill Financial
United Kingdom
$107K – – –
GRP
775
Global Retirement Partners
California
$105K -$25.6K -242 -20%
29 30
31
32 33