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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FB
776
First Bancorp
Maine
– -$1.04M -9,941 Closed
ACG
777
Allen Capital Group
Nebraska
– -$1.04M -9,931 Closed
HWP
778
Heritage Wealth Partners
Ohio
– -$950K -9,190 Closed
PFA
779
Petra Financial Advisors
Colorado
– -$930K -8,917 Closed
BF
780
BOK Financial
Oklahoma
– -$817K -7,837 Closed
DWM
781
Defined Wealth Management
Oregon
– -$787K -7,546 Closed
CWMU
782
Caliber Wealth Management (Utah)
Utah
– -$705K -6,762 Closed
IC
783
Inscription Capital
Texas
– -$666K -6,388 Closed
WTB
784
Washington Trust Bank
Washington
– -$645K -6,182 Closed
GP
785
Girard Partners
Pennsylvania
– -$622K -5,966 Closed
IIC
786
Ironwood Investment Counsel
Arizona
– -$608K -5,834 Closed
SCG
787
Sonata Capital Group
Washington
– -$593K -5,685 Closed
HCA
788
Harbour Capital Advisors
Virginia
– -$572K -5,485 Closed
LGWM
789
Litman Gregory Wealth Management
California
– -$562K -5,386 Closed
WCM
790
Wealthcare Capital Management
Virginia
– -$558K -5,353 Closed
MCCA
791
Mill Creek Capital Advisors
Pennsylvania
– -$546K -5,240 Closed
NCM
792
NCM Capital Management
New Jersey
– -$414K -3,968 Closed
NL
793
Navalign LLC
California
– -$388K -3,720 Closed
LA
794
Legacy Advisors
Pennsylvania
– -$368K -3,531 Closed
CA
795
Calton & Associates
Florida
– -$358K -3,431 Closed
AFP
796
Ausdal Financial Partners
Iowa
– -$355K -3,406 Closed
BRWA
797
B. Riley Wealth Advisors
Florida
– -$342K -3,277 Closed
IAIM
798
International Assets Investment Management
Florida
– -$342K -3,277 Closed
HSA
799
HBK Sorce Advisory
Pennsylvania
– -$324K -3,110 Closed
MYIA
800
Mount Yale Investment Advisors
Colorado
– -$305K -2,924 Closed
30 31
32
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