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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
S
776
Sachetta
Massachusetts
$170K +$10.6K +100 +7%
TC
777
Trust Company
Kansas
$154K -$86.2K -816 -36%
GEA
778
Glen Eagle Advisors
New Jersey
$152K – – –
IBOK
779
Independence Bank of Kentucky
Kentucky
$151K – – –
AC
780
AlphaCore Capital
California
$150K +$106K +1,004 +247%
BCWM
781
Bartlett & Co Wealth Management
Ohio
$147K – – –
SC
782
SouthState Corp
Florida
$142K -$254K -2,404 -64%
BBHC
783
Brown Brothers Harriman & Co
New York
$139K – – –
AEPWM
784
Atlantic Edge Private Wealth Management
Florida
$138K – – –
IF
785
Integrity Financial
Wyoming
$133K – – –
RWM
786
Raffa Wealth Management
District of Columbia
$133K +$76.7K +726 +140%
BL
787
BFSG LLC
California
$131K +$79.2K +750 +157%
RF
788
Rossby Financial
Florida
$124K +$1.37K +13 +1%
GWSG
789
GPS Wealth Strategies Group
Colorado
$123K – – –
RF
790
Robinswood Financial
Washington
$116K – – –
AAS
791
Ameritas Advisory Services
Nebraska
$113K +$113K +1,066 New
AG
792
AmeriFlex Group
Nevada
$111K +$110K +1,040 New
TFM
793
TFC Financial Management
Massachusetts
$105K +$104K +986 New
AAG
794
Armstrong Advisory Group
Massachusetts
$102K – – –
BOJHT
795
Bank of Jackson Hole Trust
Wyoming
$96K +$15.8K +150 +20%
WOSD
796
WFA of San Diego
California
$95.1K +$94.4K +894 New
GWP
797
Gen-Wealth Partners
Michigan
$93.7K +$15.2K +144 +20%
FMP
798
Financial Management Professionals
Texas
$89.8K +$89.2K +844 New
RP
799
Rice Partnership
Hawaii
$88.6K +$88K +833 New
VWM
800
Valley Wealth Managers
New Jersey
$85.7K -$1.37K -13 -2%
30 31
32
33 34