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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
926
Donaldson Capital Management
Indiana
– -$464K -4,357 Closed
JWM
927
JHP Wealth Management
Colorado
– -$421K -3,956 Closed
PCA
928
Purkiss Capital Advisors
Connecticut
– -$389K -3,657 Closed
PCM
929
Passive Capital Management
Maryland
– -$317K -2,979 Closed
FWI
930
Facet Wealth Inc
Maryland
– -$306K -2,870 Closed
FA
931
Flagstar Advisors
New York
– -$303K -2,846 Closed
KW
932
Keyvantage Wealth
Pennsylvania
– -$279K -2,623 Closed
TFS
933
Targeted Financial Services
Florida
– -$256K -2,403 Closed
EFG
934
Elevated Financial Group
Indiana
– -$254K -2,386 Closed
PPW
935
Pasadena Private Wealth
California
– -$243K -2,278 Closed
SF
936
Symphony Financial
Texas
– -$241K -2,265 Closed
CWMK
937
Caliber Wealth Management (Kansas)
Kansas
– -$220K -2,068 Closed
OWA
938
One Wealth Advisors
California
– -$220K -2,062 Closed
NFC
939
Northstar Financial Companies
Pennsylvania
– -$214K -2,014 Closed
VWM
940
VCI Wealth Management
Missouri
– -$213K -2,004 Closed
BIA
941
Bigelow Investment Advisors
Maine
– -$206K -1,931 Closed
CA
942
Calton & Associates
Florida
– -$205K -1,928 Closed
ANBT
943
American National Bank & Trust
Texas
– -$169K -1,584 Closed
MWPCG
944
Measured Wealth Private Client Group
New Hampshire
– -$168K -1,577 Closed
BOJHT
945
Bank of Jackson Hole Trust
Wyoming
– -$96.2K -903 Closed
WOSD
946
WFA of San Diego
California
– -$95.2K -894 Closed
PIS
947
POM Investment Strategies
North Carolina
– -$70.7K -663 Closed
ACA
948
Atlas Capital Advisors
Wyoming
– -$49.3K -463 Closed
BWM
949
Bernard Wealth Management
Michigan
– -$47.9K -450 Closed
GWSA
950
Global Wealth Strategies & Associates
Colorado
– -$22.8K -214 Closed
35 36 37
38
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