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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
201
Wedmont Private Capital
Pennsylvania
$3.56M -$423K -4,064 -11%
PP
202
Prosperity Planning
Missouri
$3.56M – – –
PWLP
203
Prio Wealth Limited Partnership
Massachusetts
$3.55M -$176K -1,694 -5%
IWMA
204
Ironwood Wealth Management (Arizona)
Arizona
$3.55M +$131K +1,258 +4%
WAS
205
Wealth Advisory Solutions
Indiana
$3.44M -$543K -5,218 -14%
PI
206
PFS Investments
Georgia
$3.42M -$3.3M -31,686 -49%
CPIG
207
Chicago Partners Investment Group
Illinois
$3.41M -$307K -2,954 -8%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$3.4M -$83K -797 -2%
NW
209
NewEdge Wealth
Pennsylvania
$3.38M +$684K +6,575 +25%
ST
210
Smithfield Trust
Pennsylvania
$3.35M +$21.5K +207 +0.6%
OWA
211
One Wealth Advisors
California
$3.34M -$329K -3,160 -9%
PPW
212
Presilium Private Wealth
Pennsylvania
$3.3M +$195K +1,874 +6%
AGA
213
Arkos Global Advisors
Texas
$3.3M -$4.92M -47,295 -60%
OC
214
Oppenheimer & Co
New York
$3.3M -$353K -3,388 -10%
WCM
215
Wunderlich Capital Managemnt
Tennessee
$3.28M +$13.9K +134 +0.4%
MCM
216
Mattern Capital Management
Colorado
$3.28M +$162K +1,553 +5%
BFA
217
Bragg Financial Advisors
North Carolina
$3.23M +$248K +2,383 +8%
ECM
218
Exchange Capital Management
Michigan
$3.2M -$12K -115 -0.4%
IA
219
IFP Advisors
Florida
$3.2M +$145K +1,391 +5%
HCM
220
Highview Capital Management
Illinois
$3.2M – – –
AL
221
ADE LLC
Maryland
$3.19M -$30.5K -293 -0.9%
ML
222
McAdam LLC
Pennsylvania
$3.04M +$22.1K +212 +0.7%
PGA
223
Portland Global Advisors
Maine
$3M -$24.5K -235 -0.8%
OP
224
ORG Partners
Indiana
$2.99M +$279K +2,678 +10%
RJT
225
Raymond James Trust
Florida
$2.98M -$1.06M -10,160 -26%
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