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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
801
Leavell Investment Management
Alabama
– -$286K -2,745 Closed
HCM
802
Hamlin Capital Management
New York
– -$267K -2,559 Closed
WIM
803
WealthPlan Investment Management
Nebraska
– -$266K -2,541 Closed
BFG
804
Beacon Financial Group
Texas
– -$253K -2,429 Closed
OAM
805
Oppenheimer Asset Management
New York
– -$252K -2,416 Closed
GPA
806
Guidance Point Advisors
Massachusetts
– -$240K -2,300 Closed
PIM
807
Provident Investment Management
Michigan
– -$240K -2,300 Closed
RP
808
Riverwater Partners
Wisconsin
– -$232K -2,227 Closed
DP
809
Denver PWM
Colorado
– -$232K -2,224 Closed
AA
810
Argent Advisors
Louisiana
– -$230K -2,210 Closed
WOSD
811
WFA of San Diego
California
– -$230K -2,203 Closed
EP
812
Essential Planning
New Hampshire
– -$224K -2,183 Closed
MSFS
813
Main Street Financial Solutions
Pennsylvania
– -$227K -2,179 Closed
TFA
814
Teamwork Financial Advisors
Texas
– -$220K -2,110 Closed
RWI
815
Red Wave Investments
Pennsylvania
– -$219K -2,096 Closed
AWC
816
Abundance Wealth Counselors
Pennsylvania
– -$215K -2,058 Closed
OAM
817
Occidental Asset Management
California
– -$207K -1,986 Closed
MCC
818
Money Concepts Capital
Florida
– -$203K -1,945 Closed
CWA
819
CJM Wealth Advisers
Virginia
– -$202K -1,933 Closed
CPSC
820
Carl P. Sherr & Co
Massachusetts
– -$201K -1,929 Closed
CMP
821
Coston McIsaac & Partners
Maine
– -$159K -1,533 Closed
LS
822
Leelyn Smith
Illinois
– -$156K -1,500 Closed
JAWM
823
J. Arnold Wealth Management
Ohio
– -$131K -1,256 Closed
LFA
824
LGT Financial Advisors
Texas
– -$122K -1,170 Closed
AWM
825
Accurate Wealth Management
Florida
– -$113K -1,080 Closed
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