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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
801
Texas Capital Bancshares
Texas
– -$2.68M -26,057 Closed
SFS
802
Sowell Financial Services
Arkansas
– -$2.47M -24,045 Closed
FAM
803
Forte Asset Management
New York
– -$2.04M -19,800 Closed
WAS
804
Wealth Advisory Solutions
Indiana
– -$1.97M -19,107 Closed
HWM
805
Hassell Wealth Management
Louisiana
– -$1.93M -18,733 Closed
EWM
806
Executive Wealth Management
Michigan
– -$1.64M -15,922 Closed
Northern Trust
807
Northern Trust
Illinois
– -$1.57M -15,215 Closed
IMA
808
Investment Management Associates
Colorado
– -$1.55M -15,094 Closed
USAA
809
United Services Automobile Association
Texas
– -$1.32M -12,790 Closed
FCBT
810
First Citizens Bank & Trust
North Carolina
– -$1.25M -12,165 Closed
UL
811
Unionview LLC
Washington
– -$1.2M -11,655 Closed
HIP
812
HUB Investment Partners
Texas
– -$1.07M -10,436 Closed
ABC
813
Associated Banc-Corp
Wisconsin
– -$1.05M -10,205 Closed
AHC
814
Adell Harriman & Carpenter
Texas
– -$796K -7,735 Closed
Citadel Advisors
815
Citadel Advisors
Florida
– -$680K -6,614 Closed
FAIM
816
Financial Advocates Investment Management
Washington
– -$742K -6,353 Closed
BWG
817
Beta Wealth Group
California
– -$553K -5,372 Closed
Millennium Management
818
Millennium Management
New York
– -$540K -5,247 Closed
SWM
819
Seed Wealth Management
Illinois
– -$524K -5,095 Closed
BFA
820
Beacon Financial Advisory
Ohio
– -$508K -4,941 Closed
NVCHI
821
New Vernon Capital Holdings II
New Jersey
– -$496K -4,822 Closed
CWM
822
Cornerstone Wealth Management
Missouri
– -$477K -4,634 Closed
AA
823
Auxano Advisors
Washington
– -$417K -4,050 Closed
BAM
824
Belpointe Asset Management
Nevada
– -$394K -3,835 Closed
QPWM
825
Quadrant Private Wealth Management
Pennsylvania
– -$372K -3,619 Closed
31 32
33
34 35