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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
201
Patten Group
Tennessee
$1.5M +$64.9K +602 +5%
PWM
202
PRW Wealth Management
Massachusetts
$1.5M +$1.5M +13,941 New
SAG
203
Spotlight Asset Group
Illinois
$1.46M +$107K +996 +8%
AFS
204
Access Financial Services
Minnesota
$1.46M +$1.46M +13,514 New
SAM
205
SP Asset Management
California
$1.45M +$1.29K +12 +0.1%
AIA
206
Armor Investment Advisors
North Carolina
$1.44M +$85.6K +794 +6%
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$1.41M -$36.3K -337 -3%
WFPG
208
Waller Financial Planning Group
Ohio
$1.41M +$153K +1,416 +12%
BCA
209
Berman Capital Advisors
Georgia
$1.4M – – –
HTC
210
Haverford Trust Company
Pennsylvania
$1.35M +$118K +1,096 +10%
SWP
211
Stratos Wealth Partners
Ohio
$1.32M +$7.66K +71 +0.6%
BFG
212
Beacon Financial Group
Texas
$1.31M +$40.9K +379 +3%
PSUF
213
People's United Financial
Connecticut
$1.3M +$268K +2,488 +26%
ECM
214
Exchange Capital Management
Michigan
$1.3M +$74.4K +690 +6%
JWS
215
Juncture Wealth Strategies
Arizona
$1.3M +$381K +3,531 +41%
IA
216
IFG Advisory
Georgia
$1.29M +$253K +2,345 +24%
CWM
217
Cahaba Wealth Management
Georgia
$1.28M -$193K -1,787 -13%
SBL
218
Sargent Bickham Lagudis
Colorado
$1.27M – – –
SSWM
219
Sheets Smith Wealth Management
North Carolina
$1.27M +$1.02M +9,436 +395%
PWA
220
Physician Wealth Advisors
Utah
$1.25M +$117K +1,084 +10%
CAG
221
Compass Advisory Group
New York
$1.24M +$2.37K +22 +0.2%
WTC
222
WhitTier Trust Company
Nevada
$1.23M – – –
LG
223
LaFleur & Godfrey
Michigan
$1.22M -$75.5K -700 -6%
PWM
224
Perigon Wealth Management
California
$1.2M +$449K +4,163 +59%
CPW
225
Catalyst Private Wealth
California
$1.18M +$187K +1,730 +19%
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