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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
826
Capital Planning Advisors
California
– -$289K -2,813 Closed
RFN
827
RDA Financial Network
Iowa
– -$287K -2,800 Closed
CW
828
CreativeOne Wealth
Kansas
– -$286K -2,782 Closed
HF
829
HRT Financial
New York
– -$278K -2,713 Closed
PCM
830
Parsons Capital Management
Rhode Island
– -$274K -2,666 Closed
PA
831
Procyon Advisors
Connecticut
– -$272K -2,645 Closed
WWM
832
Western Wealth Management
Colorado
– -$264K -2,567 Closed
KL
833
KilterHowling LLC
Colorado
– -$263K -2,558 Closed
AWMS
834
Advocacy Wealth Management Services
Georgia
– -$263K -2,554 Closed
BDF
835
Black Diamond Financial
Maryland
– -$261K -2,547 Closed
WIA
836
World Investment Advisors
California
– -$259K -2,519 Closed
WMA
837
West Michigan Advisors
Michigan
– -$242K -2,351 Closed
MPW
838
Melone Private Wealth
Michigan
– -$232K -2,250 Closed
AWG
839
Altus Wealth Group
Colorado
– -$240K -2,231 Closed
FI
840
Financial Insights
Washington
– -$226K -2,201 Closed
LWM
841
Lyell Wealth Management
California
– -$223K -2,175 Closed
BIA
842
Bigelow Investment Advisors
Maine
– -$218K -2,123 Closed
BCM
843
Brasada Capital Management
Texas
– -$212K -2,063 Closed
MA
844
MONECO Advisors
Connecticut
– -$207K -2,020 Closed
SVWAG
845
Sound View Wealth Advisors Group
Georgia
– -$205K -2,000 Closed
CWM
846
Collaborative Wealth Management
Florida
– -$205K -1,994 Closed
SAM
847
S.A. Mason
Michigan
– -$185K -1,800 Closed
TCOV
848
Trust Company of Vermont
Vermont
– -$164K -1,600 Closed
CHA
849
Carmichael Hill & Associates
Maryland
– -$138K -1,343 Closed
VCM
850
Vigilant Capital Management
Maine
– -$56K -550 Closed
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