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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
801
Henrickson Nauta Wealth Advisors
Michigan
$225K -$74.7K -702 -25%
IAS
802
Integrity Advisory Solutions
Texas
$224K -$2.13K -20 -0.9%
SAM
803
Smartleaf Asset Management
Massachusetts
$223K – – –
MDCM
804
Morgan Dempsey Capital Management
Wisconsin
$221K – – –
BRIA
805
Balanced Rock Investment Advisors
Massachusetts
$221K -$105K -982 -32%
RF
806
Rossby Financial
Florida
$221K -$5.75K -54 -3%
LFS
807
Legacy Financial Strategies
Kansas
$219K -$95.7K -899 -30%
CM
808
Columbus Macro
Pennsylvania
$218K +$218K +2,045 New
LSA
809
Lansing Street Advisors
Pennsylvania
$215K -$12.6K -118 -6%
FA
810
Fiduciary Alliance
South Carolina
$214K +$6.92K +65 +3%
AWP
811
Axis Wealth Partners
Rhode Island
$214K +$214K +2,010 New
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$213K – – –
SMA
813
Sage Mountain Advisors
Georgia
$213K – – –
LA
814
LexAurum Advisors
Kansas
$213K +$213K +2,000 New
GFG
815
Goldstone Financial Group
Illinois
$213K -$639 -6 -0.3%
FPGK
816
Financial Partners Group (Kansas)
Kansas
$212K +$212K +1,991 New
BFC
817
Bedel Financial Consulting
Indiana
$211K +$5.96K +56 +3%
SIS
818
Strategic Investment Solutions
Illinois
$211K +$29.5K +277 +16%
HPA
819
High Probability Advisors
New York
$210K – – –
AWM
820
Accel Wealth Management
Iowa
$209K +$209K +1,962 New
ZAM
821
Zevin Asset Management
Massachusetts
$209K – – –
FHB
822
First Hawaiian Bank
Hawaii
$206K – – –
PP
823
Paladin Partners
Wisconsin
$206K – – –
UFA
824
Uptown Financial Advisors
Texas
$206K – – –
OFW
825
Omnia Family Wealth
Florida
$205K -$50.6K -475 -20%
31 32
33
34 35