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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
751
LPWM LLC
Minnesota
$266K +$268K +2,501 New
SFC
752
Strategic Financial Concepts
Texas
$266K +$277K +2,587 New
SFS
753
Sowell Financial Services
Arkansas
$265K +$11.2K +105 +4%
ALA
754
Atlas Legacy Advisors
California
$265K -$15.8K -148 -6%
SJGA
755
Stephen J. Garry & Associates
New York
$263K -$128K -1,200 -33%
CAL
756
Capital Advisors Ltd
Ohio
$261K – – –
WAG
757
Winthrop Advisory Group
Massachusetts
$260K +$4.71K +44 +2%
TFS
758
Targeted Financial Services
Florida
$256K +$257K +2,403 New
OFW
759
Omnia Family Wealth
Florida
$256K – – –
LWM
760
Lodestone Wealth Management
Washington
$255K – – –
EFG
761
Elevated Financial Group
Indiana
$254K – – –
WCFP
762
White & Co Financial Planning
Washington
$254K +$11.5K +107 +5%
WTC
763
WhitTier Trust Company
Nevada
$254K -$118K -1,099 -32%
RSWM
764
Robertson Stephens Wealth Management
California
$253K – – –
NA
765
Nautilus Advisors
California
$252K – – –
SPI
766
Sutton Place Investors
New York
$251K – – –
MWM
767
Mission Wealth Management
California
$250K – – –
EFG
768
Embree Financial Group
Illinois
$249K +$1.07K +10 +0.4%
RWM
769
Rialto Wealth Management
New York
$249K – – –
JIP
770
Jaffetilchin Investment Partners
Florida
$247K – – –
BWM
771
BCS Wealth Management
Tennessee
$244K -$245K -2,292 -50%
GWMIA
772
Global Wealth Management Investment Advisory
Florida
$243K -$68.9K -644 -22%
PPW
773
Pasadena Private Wealth
California
$243K -$8.86M -82,788 -97%
PDL
774
Portfolio Design Labs
California
$241K – – –
SF
775
Symphony Financial
Texas
$241K +$242K +2,265 New
29 30
31
32 33