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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
Sapient Capital
Indiana
– -$733K -6,871 Closed
LWA
902
Lineweaver Wealth Advisors
Ohio
– -$665K -6,231 Closed
SAM
903
SP Asset Management
California
– -$600K -5,625 Closed
QPWM
904
Quadrant Private Wealth Management
Pennsylvania
– -$578K -5,414 Closed
LCAM
905
London & Capital Asset Management
United Kingdom
– -$512K -4,798 Closed
JWCA
906
J.W. Cole Advisors
Florida
– -$487K -4,567 Closed
HF
907
HRT Financial
New York
– -$473K -4,441 Closed
BAAM
908
Baker Avenue Asset Management
California
– -$374K -3,504 Closed
FTUS
909
Flow Traders U.S.
New York
– -$370K -3,467 Closed
VWM
910
Venturi Wealth Management
Texas
– -$342K -3,206 Closed
BWP
911
Burling Wealth Partners
Illinois
– -$289K -2,710 Closed
DAS
912
Diversify Advisory Services
Utah
– -$281K -2,618 Closed
TA
913
TruWealth Advisors
Louisiana
– -$269K -2,524 Closed
MSFS
914
Main Street Financial Solutions
Pennsylvania
– -$265K -2,483 Closed
WFA
915
Wellspring Financial Advisors
Ohio
– -$257K -2,413 Closed
TWM
916
Thryve Wealth Management
Texas
– -$236K -2,210 Closed
APIM
917
Agate Pass Investment Management
Washington
– -$228K -2,141 Closed
PPF
918
Pacific Park Financial
California
– -$228K -2,138 Closed
MWM
919
Modern Wealth Management
Kansas
– -$224K -2,103 Closed
WDG
920
Wealth Dimensions Group
Ohio
– -$217K -2,035 Closed
CM
921
Columbus Macro
Pennsylvania
– -$213K -1,993 Closed
LWPC
922
Legacy Wealth Partners (Colorado)
Colorado
– -$204K -1,916 Closed
SRB
923
Shotwell Rutter Baer
Michigan
– -$200K -1,873 Closed
BCM
924
Boreal Capital Management
Florida
– -$42.7K -400 Closed
OC
925
Optima Capital
Oregon
– -$32.6K -306 Closed
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