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LMUB

iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
101
EWA LLC
Pennsylvania
$731K +$229K +4,519 +46%
VPF
102
Vantage Point Financial
Illinois
$728K +$139K +2,746 +24%
ZS
103
Zenith Solutions
Pennsylvania
$714K +$706K +13,943 New
OMC
104
Old Mission Capital
Illinois
$714K +$706K +13,937 New
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$712K +$7.65K +151 +1%
IAN
106
Integrated Advisors Network
Texas
$677K +$188K +3,702 +39%
SHJ
107
Sharkey, Howes & Javer
Colorado
$672K +$84.6K +1,670 +15%
TRCT
108
Tower Research Capital (TRC)
New York
$646K +$639K +12,617 New
CWM
109
Curtis Wealth Management
Nevada
$607K +$158K +3,113 +36%
FWP
110
Firethorn Wealth Partners
Georgia
$603K +$240K +4,747 +68%
LA
111
Lifeworks Advisors
Michigan
$586K +$202K +3,996 +54%
RFP
112
RCS Financial Planning
Maryland
$528K +$27.6K +544 +6%
MW
113
Maia Wealth
Colorado
$503K +$497K +9,821 New
PWM
114
Perigon Wealth Management
California
$481K +$81.1K +1,601 +21%
PW
115
PUREfi Wealth
Massachusetts
$480K +$25.2K +498 +6%
GM
116
GeoWealth Management
Illinois
$431K +$181K +3,583 +74%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$419K +$418K +8,246 New
JWA
118
JFS Wealth Advisors
Pennsylvania
$415K +$184K +3,634 +81%
AWMI
119
Aegis Wealth Management (Iowa)
Iowa
$413K +$98.7K +1,948 +32%
AssetMark Inc
120
AssetMark Inc
California
$413K -$51.3K -1,012 -11%
KWA
121
Kingswood Wealth Advisors
California
$404K +$79K +1,560 +25%
ICM
122
Islay Capital Management
Texas
$399K +$395K +7,798 New
EC
123
Elequin Capital
New York
$395K +$391K +7,719 New
CCM
124
Coldstream Capital Management
Washington
$395K +$110K +2,165 +39%
GRP
125
Global Retirement Partners
California
$395K +$391K +7,712 New