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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
926
Nations Financial Group
Iowa
– -$788K -7,399 Closed
GWMR
927
GC Wealth Management RIA
Massachusetts
– -$679K -6,372 Closed
VCM
928
Vivaldi Capital Management
Illinois
– -$580K -5,444 Closed
FAM
929
Flaharty Asset Management
Florida
– -$550K -5,167 Closed
SF
930
Sun Financial
Utah
– -$540K -5,082 Closed
TIAM2
931
Tru Independence Asset Management 2
Oregon
– -$467K -4,387 Closed
DCM
932
Donaldson Capital Management
Indiana
– -$464K -4,357 Closed
JWM
933
JHP Wealth Management
Colorado
– -$421K -3,956 Closed
PCA
934
Purkiss Capital Advisors
Connecticut
– -$389K -3,657 Closed
PCM
935
Passive Capital Management
Maryland
– -$317K -2,979 Closed
FWI
936
Facet Wealth Inc
Maryland
– -$306K -2,870 Closed
FA
937
Flagstar Advisors
New York
– -$303K -2,846 Closed
KW
938
Keyvantage Wealth
Pennsylvania
– -$279K -2,623 Closed
TFS
939
Targeted Financial Services
Florida
– -$256K -2,403 Closed
EFG
940
Elevated Financial Group
Indiana
– -$254K -2,386 Closed
PPW
941
Pasadena Private Wealth
California
– -$243K -2,278 Closed
SF
942
Symphony Financial
Texas
– -$241K -2,265 Closed
CWMK
943
Caliber Wealth Management (Kansas)
Kansas
– -$220K -2,068 Closed
OWA
944
One Wealth Advisors
California
– -$220K -2,062 Closed
NFC
945
Northstar Financial Companies
Pennsylvania
– -$214K -2,014 Closed
VWM
946
VCI Wealth Management
Missouri
– -$213K -2,004 Closed
BIA
947
Bigelow Investment Advisors
Maine
– -$206K -1,931 Closed
CA
948
Calton & Associates
Florida
– -$205K -1,928 Closed
ANBT
949
American National Bank & Trust
Texas
– -$169K -1,584 Closed
MWPCG
950
Measured Wealth Private Client Group
New Hampshire
– -$168K -1,577 Closed
35 36 37
38
39