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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
776
Tilson Financial Group
New Jersey
– -$830K -7,925 Closed
SFMG
777
Sage Financial Management Group
Virginia
– -$819K -7,820 Closed
MFG
778
MidWestOne Financial Group
Iowa
– -$781K -7,462 Closed
RIG
779
RiverFront Investment Group
Virginia
– -$730K -6,967 Closed
CA
780
CoreCap Advisors
Michigan
– -$686K -6,555 Closed
HL
781
HeadInvest LLC
Maine
– -$580K -5,536 Closed
JCM
782
Jacobsen Capital Management
Utah
– -$514K -4,907 Closed
MWM
783
Meridian Wealth Management
Kentucky
– -$507K -4,842 Closed
BCA
784
Ballentine Capital Advisors
South Carolina
– -$495K -4,736 Closed
G
785
GenTrust
Florida
– -$418K -3,990 Closed
BF
786
Brooklyn FI
New York
– -$406K -3,873 Closed
PJWM
787
Philip James Wealth Mangement
Georgia
– -$393K -3,756 Closed
PWA
788
Pillar Wealth Advisors
Pennsylvania
– -$393K -3,753 Closed
DC
789
DeDora Capital
California
– -$335K -3,203 Closed
CWS
790
Cypress Wealth Services
California
– -$329K -3,143 Closed
FAIM
791
Financial Advocates Investment Management
Washington
– -$269K -2,812 Closed
FPW
792
Flagship Private Wealth
Massachusetts
– -$281K -2,682 Closed
BWP
793
Baldwin Wealth Partners
Massachusetts
– -$276K -2,640 Closed
MCA
794
MSH Capital Advisors
Arizona
– -$276K -2,632 Closed
BBA
795
Braun-Bostich & Associates
Pennsylvania
– -$264K -2,524 Closed
WTB
796
Washington Trust Bank
Washington
– -$258K -2,468 Closed
SWM
797
SigFig Wealth Management
California
– -$252K -2,410 Closed
GA
798
GoalVest Advisory
New York
– -$249K -2,379 Closed
PIA
799
Pinion Investment Advisors
Kansas
– -$249K -2,379 Closed
9WM
800
9258 Wealth Management
Ohio
– -$245K -2,340 Closed
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