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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Silverlake Wealth Management
Vermont
$210K +$641 +6 +0.3%
HPA
752
High Probability Advisors
New York
$208K – – –
FWMP
753
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K -$44.6K -418 -18%
MPCL
754
My Personal CFO LLC
Washington
$208K +$208K +1,949 New
BL
755
BFSG LLC
California
$208K +$76.5K +716 +58%
CAG
756
Curtis Advisory Group
California
$207K +$1.28K +12 +0.6%
FHB
757
First Hawaiian Bank
Hawaii
$207K – – –
UFA
758
Uptown Financial Advisors
Texas
$207K – – –
WPA
759
West Paces Advisors
Georgia
$206K – – –
GWM
760
Geneos Wealth Management
Colorado
$204K -$1.27M -11,911 -86%
CM
761
Columbus Macro
Pennsylvania
$203K +$1.71K +16 +0.9%
FIB
762
First Interstate Bank
Montana
$202K – – –
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K -$13.6K -127 -6%
PW
764
Pandora Wealth
Illinois
$192K -$37.4K -350 -16%
SIS
765
Strategic Investment Solutions
Illinois
$179K -$7.79K -73 -4%
S
766
Sachetta
Massachusetts
$171K – – –
AC
767
AlphaCore Capital
California
$160K +$9.4K +88 +6%
GEA
768
Glen Eagle Advisors
New Jersey
$152K – – –
IBOK
769
Independence Bank of Kentucky
Kentucky
$146K -$5.55K -52 -4%
AEPWM
770
Atlantic Edge Private Wealth Management
Florida
$139K – – –
IF
771
Integrity Financial
Wyoming
$133K -$641 -6 -0.5%
PTC
772
Private Trust Company
Ohio
$129K -$68.4K -641 -35%
RF
773
Rossby Financial
Florida
$125K +$961 +9 +0.8%
RF
774
Robinswood Financial
Washington
$116K – – –
SS
775
Sunbelt Securities
Texas
$116K -$91.2K -854 -44%
29 30
31
32 33