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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
776
Portland Global Advisors
Maine
– -$877K -8,377 Closed
TFG
777
Tilson Financial Group
New Jersey
– -$830K -7,925 Closed
SFMG
778
Sage Financial Management Group
Virginia
– -$819K -7,820 Closed
MFG
779
MidWestOne Financial Group
Iowa
– -$781K -7,462 Closed
RIG
780
RiverFront Investment Group
Virginia
– -$730K -6,967 Closed
CA
781
CoreCap Advisors
Michigan
– -$686K -6,555 Closed
HL
782
HeadInvest LLC
Maine
– -$580K -5,536 Closed
JCM
783
Jacobsen Capital Management
Utah
– -$514K -4,907 Closed
MWM
784
Meridian Wealth Management
Kentucky
– -$507K -4,842 Closed
BCA
785
Ballentine Capital Advisors
South Carolina
– -$495K -4,736 Closed
G
786
GenTrust
Florida
– -$418K -3,990 Closed
BF
787
Brooklyn FI
New York
– -$406K -3,873 Closed
PJWM
788
Philip James Wealth Mangement
Georgia
– -$393K -3,756 Closed
PWA
789
Pillar Wealth Advisors
Pennsylvania
– -$393K -3,753 Closed
DC
790
DeDora Capital
California
– -$335K -3,203 Closed
CWS
791
Cypress Wealth Services
California
– -$329K -3,143 Closed
FAIM
792
Financial Advocates Investment Management
Washington
– -$269K -2,812 Closed
FPW
793
Flagship Private Wealth
Massachusetts
– -$281K -2,682 Closed
BWP
794
Baldwin Wealth Partners
Massachusetts
– -$276K -2,640 Closed
MCA
795
MSH Capital Advisors
Arizona
– -$276K -2,632 Closed
BBA
796
Braun-Bostich & Associates
Pennsylvania
– -$264K -2,524 Closed
WTB
797
Washington Trust Bank
Washington
– -$258K -2,468 Closed
SWM
798
SigFig Wealth Management
California
– -$252K -2,410 Closed
GA
799
GoalVest Advisory
New York
– -$249K -2,379 Closed
PIA
800
Pinion Investment Advisors
Kansas
– -$249K -2,379 Closed
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