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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
901
IFG Advisory
Georgia
– -$957K -8,967 Closed
JPG
902
Jordan Park Group
California
– -$889K -8,329 Closed
NWA
903
New World Advisors
Massachusetts
– -$785K -7,355 Closed
SC
904
Sapient Capital
Indiana
– -$733K -6,871 Closed
LWA
905
Lineweaver Wealth Advisors
Ohio
– -$665K -6,231 Closed
SAM
906
SP Asset Management
California
– -$600K -5,625 Closed
QPWM
907
Quadrant Private Wealth Management
Pennsylvania
– -$578K -5,414 Closed
LCAM
908
London & Capital Asset Management
United Kingdom
– -$512K -4,798 Closed
JWCA
909
J.W. Cole Advisors
Florida
– -$487K -4,567 Closed
HF
910
HRT Financial
New York
– -$473K -4,441 Closed
BAAM
911
Baker Avenue Asset Management
California
– -$374K -3,504 Closed
FTUS
912
Flow Traders U.S.
New York
– -$370K -3,467 Closed
VWM
913
Venturi Wealth Management
Texas
– -$342K -3,206 Closed
BWP
914
Burling Wealth Partners
Illinois
– -$289K -2,710 Closed
DAS
915
Diversify Advisory Services
Utah
– -$281K -2,618 Closed
TA
916
TruWealth Advisors
Louisiana
– -$269K -2,524 Closed
MSFS
917
Main Street Financial Solutions
Pennsylvania
– -$265K -2,483 Closed
WFA
918
Wellspring Financial Advisors
Ohio
– -$257K -2,413 Closed
TWM
919
Thryve Wealth Management
Texas
– -$236K -2,210 Closed
APIM
920
Agate Pass Investment Management
Washington
– -$228K -2,141 Closed
PPF
921
Pacific Park Financial
California
– -$228K -2,138 Closed
MWM
922
Modern Wealth Management
Kansas
– -$224K -2,103 Closed
WDG
923
Wealth Dimensions Group
Ohio
– -$217K -2,035 Closed
CM
924
Columbus Macro
Pennsylvania
– -$213K -1,993 Closed
LWPC
925
Legacy Wealth Partners (Colorado)
Colorado
– -$204K -1,916 Closed
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