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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
776
West Michigan Advisors
Michigan
$224K +$4.26K +40 +2%
MDCM
777
Morgan Dempsey Capital Management
Wisconsin
$222K – – –
WDG
778
Wealth Dimensions Group
Ohio
$217K – – –
FA
779
Fiduciary Alliance
South Carolina
$216K +$216K +2,028 New
NFC
780
Northstar Financial Companies
Pennsylvania
$215K +$215K +2,014 New
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$213K – – –
SMA
782
Sage Mountain Advisors
Georgia
$213K – – –
GFG
783
Goldstone Financial Group
Illinois
$213K – – –
KP
784
Keel Point
Alabama
$213K – – –
CM
785
Columbus Macro
Pennsylvania
$213K +$10.2K +96 +5%
FCBT
786
First Citizens Bank & Trust
North Carolina
$210K – – –
HPA
787
High Probability Advisors
New York
$210K +$2.24K +21 +1%
WTB
788
Washington Trust Bank
Washington
$208K -$99.4K -933 -32%
CAG
789
Curtis Advisory Group
California
$208K +$959 +9 +0.5%
FWMP
790
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K – – –
FHB
791
First Hawaiian Bank
Hawaii
$206K – – –
UFA
792
Uptown Financial Advisors
Texas
$206K – – –
PP
793
Paladin Partners
Wisconsin
$206K +$206K +1,935 New
IF
794
Integrity Financial
Wyoming
$205K +$72.5K +680 +55%
LWPC
795
Legacy Wealth Partners (Colorado)
Colorado
$204K +$204K +1,916 New
GWM
796
Geneos Wealth Management
Colorado
$203K – – –
FIB
797
First Interstate Bank
Montana
$202K – – –
JWM
798
Jessup Wealth Management
Ohio
$201K -$240K -2,248 -54%
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K – – –
JFG
800
Jefferies Financial Group
New York
$201K +$200K +1,880 New
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32
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