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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
101
SageView Advisory Group
California
$8.28M -$290K -2,747 -3%
MWP
102
Meridian Wealth Partners
Pennsylvania
$8.03M -$540K -5,108 -6%
MFG
103
Merit Financial Group
Georgia
$7.84M +$7.21M +68,187 +1,126%
BIP
104
Blueprint Investment Partners
North Carolina
$7.76M +$7.48M +70,771 +2,623%
BCM
105
Brookstone Capital Management
Illinois
$7.72M +$1.15M +10,839 +17%
CCM
106
Condor Capital Management
New Jersey
$7.7M +$357K +3,375 +5%
EWA
107
EP Wealth Advisors
California
$7.67M +$959K +9,076 +14%
ZF
108
Zhang Financial
Michigan
$7.52M +$560K +5,301 +8%
CCA
109
Clearwater Capital Advisors
Illinois
$7.52M +$356K +3,367 +5%
ST
110
Smithfield Trust
Pennsylvania
$7.36M +$632K +5,981 +9%
VAMG
111
Voisard Asset Management Group
Michigan
$7.35M +$4.76M +45,051 +183%
OCG
112
Opus Capital Group
Ohio
$7.32M -$300K -2,840 -4%
WIA
113
World Investment Advisors
California
$7.23M -$204K -1,931 -3%
NAS
114
Nicolet Advisory Services
Wisconsin
$7.17M +$313K +2,958 +5%
TPCW
115
TD Private Client Wealth
New York
$7.16M +$1.86M +17,636 +35%
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.14M +$7.15M +67,632 New
ACM
117
AUA Capital Management
Pennsylvania
$7.13M – – –
VAS
118
Vestmark Advisory Solutions
Massachusetts
$7.04M +$7.04M +66,642 New
PP
119
PDS Planning
Ohio
$7.02M -$90.3K -854 -1%
IAN
120
Integrated Advisors Network
Texas
$6.83M -$1.94M -18,326 -22%
WANY
121
Wealthspire Advisors (New York)
New York
$6.83M +$3.15M +29,791 +85%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$6.79M -$935K -8,843 -12%
MBFW
123
Morton Brown Family Wealth
Pennsylvania
$6.78M +$493K +4,660 +8%
NFG
124
Northeast Financial Group
Pennsylvania
$6.7M -$1.05M -9,911 -14%
BC
125
Brio Consultants
California
$6.64M +$367K +3,472 +6%
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