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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$3.65M +$860K +8,187 +31%
PPW
202
Presilium Private Wealth
Pennsylvania
$3.63M +$550K +5,242 +18%
FWM
203
Fonville Wealth Management
Virginia
$3.58M +$781K +7,438 +28%
JIR
204
James Investment Research
Ohio
$3.54M +$42K +400 +1%
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$3.52M -$4.19M -39,892 Closed
LNC
206
Lincoln National Corp
Pennsylvania
$3.47M -$184K -1,750 -5%
SW
207
SteelPeak Wealth
California
$3.39M -$1.55M -14,786 -31%
SIA
208
Soltis Investment Advisors
Utah
$3.31M -$1.85M -17,637 -36%
KAS
209
Kestra Advisory Services
Texas
$3.29M +$776K +7,390 +31%
ECM
210
Exchange Capital Management
Michigan
$3.25M +$24.7K +235 +0.8%
OC
211
Oppenheimer & Co
New York
$3.24M -$30.6K -291 -0.9%
CPA
212
Cardiff Park Advisors
California
$3.21M +$2.52K +24 +0.1%
HCM
213
Highview Capital Management
Illinois
$3.17M -$42K -400 -1%
CA
214
Cetera Advisors
Colorado
$3.15M +$695K +6,620 +28%
LFG
215
Larson Financial Group
Missouri
$3.13M +$2.72M +25,862 +636%
AWS
216
Atria Wealth Solutions
New York
$3.13M -$543K -5,175 -15%
PP
217
Prosperity Planning
Missouri
$3.11M – – –
KL
218
KWMG LLC
Kansas
$3.08M +$52.2K +497 +2%
FAT
219
First American Trust
California
$3.07M +$400K +3,806 +15%
PWLP
220
Prio Wealth Limited Partnership
Massachusetts
$3.06M +$37.1K +353 +1%
EK
221
Evensky & Katz
Florida
$3M -$150K -1,424 -5%
CW
222
Connectus Wealth
Ohio
$2.99M -$971K -9,250 -24%
CWM
223
Connecticut Wealth Management
Connecticut
$2.98M – – –
WCM
224
Wunderlich Capital Managemnt
Tennessee
$2.98M -$203K -1,936 -6%
AL
225
ADE LLC
Maryland
$2.94M -$72.3K -689 -2%
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