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LMUB

iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Alta Wealth Advisors
Massachusetts
$377K +$373K +7,369 New
Goldman Sachs
127
Goldman Sachs
New York
$359K +$355K +7,004 New
PCA
128
Prosperity Capital Advisors
Ohio
$346K -$9.67K -191 -3%
WWM
129
Western Wealth Management
Colorado
$339K +$335K +6,612 New
WFS
130
WealthGarden F.S.
California
$338K +$335K +6,608 New
VW
131
Vantus Wealth
Pennsylvania
$321K +$317K +6,259 New
RWA
132
Resolute Wealth Advisor
Ohio
$306K
SI
133
Stirlingshire Investments
New York
$301K +$7.85K +155 +3%
UA
134
URS Advisory
Florida
$292K +$19.6K +387 +7%
WPC
135
Wedmont Private Capital
Pennsylvania
$291K +$290K +5,725 New
TCA
136
Transcend Capital Advisors
New Jersey
$281K -$8.56K -169 -3%
SL
137
SWMG LLC
Texas
$278K +$53.6K +1,058 +24%
TPWA
138
Twin Peaks Wealth Advisors
California
$278K +$270K +5,332 +5,924%
JWCA
139
J.W. Cole Advisors
Florida
$274K +$271K +5,352 New
LWPC
140
Legacy Wealth Partners (Colorado)
Colorado
$249K +$246K +4,865 New
WWM
141
Walser Wealth Management
Florida
$239K -$71.7K -1,415 -23%
RCP
142
Roan Capital Partners
Tennessee
$234K -$7.9K -156 -3%
SAM
143
Strategy Asset Managers
California
$233K +$230K +4,549 New
BW
144
Blalock Williams
Alabama
$230K +$227K +4,491 New
CAM
145
Capital Asset Management
Colorado
$224K
PSCM
146
Per Stirling Capital Management
Texas
$218K +$215K +4,250 New
FFA
147
Founders Financial Alliance
North Carolina
$214K +$211K +4,175 New
Raymond James Financial
148
Raymond James Financial
Florida
$213K +$211K +4,166 New
GJWM
149
Gilliland Jeter Wealth Management
Arkansas
$210K +$208K +4,107 New
APFP
150
Action Point Financial Planning
Michigan
$206K +$204K +4,028 New