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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
ASW
351
Astoria Strategic Wealth
Texas
$6.5M +$155K +1,460 +2%
KWM
352
Keebeck Wealth Management
Illinois
$6.46M +$105K +988 +2%
IWP
353
Invenio Wealth Partners
Florida
$6.43M -$155K -1,455 -2%
DWM
354
Dogwood Wealth Management
Kansas
$6.41M -$11.1K -104 -0.2%
EWA
355
Exencial Wealth Advisors
Oklahoma
$6.4M +$618K +5,815 +11%
FWM
356
FFT Wealth Management
Pennsylvania
$6.36M +$1.82M +17,155 +40%
PIMG
357
Patriot Investment Management Group
Tennessee
$6.31M +$1.1M +10,358 +21%
SFFS
358
Stonehage Fleming Financial Services
Jersey
$6.27M +$3.51M +33,042 +125%
ZF
359
Zhang Financial
Michigan
$6.22M +$1.45M +13,678 +30%
W
360
WealthCollab
Washington
$6.2M +$1.02M +9,614 +20%
CWM
361
Connecticut Wealth Management
Connecticut
$6.15M +$479K +4,501 +8%
WCM
362
Wealthcare Capital Management
Virginia
$6.11M -$668K -6,284 -10%
TWM
363
Trinity Wealth Management
Pennsylvania
$6.1M -$101K -946 -2%
AFP
364
Alpha Financial Partners
Kentucky
$6.06M +$518K +4,874 +9%
ACM
365
AUA Capital Management
Pennsylvania
$6.03M +$392K +3,685 +7%
WMR
366
Wealth Management Resources
Rhode Island
$6.02M -$233K -2,189 -4%
DB
367
Dravo Bay
Delaware
$5.99M -$792K -7,447 -12%
DIA
368
Davidson Investment Advisors
Montana
$5.97M +$765K +7,197 +15%
RBCM
369
Raub Brock Capital Management
California
$5.82M -$1.24M -11,660 -17%
CISOA
370
Capital Investment Services of America
Wisconsin
$5.81M -$505K -4,750 -8%
GWM
371
Geneos Wealth Management
Colorado
$5.79M +$1.16M +10,954 +25%
VAG
372
Vannoy Advisory Group
Texas
$5.76M +$52K +489 +0.9%
PWP
373
Precedent Wealth Partners
Texas
$5.74M +$240K +2,258 +4%
B
374
Bailard
California
$5.73M -$3.81M -35,828 -40%
SB
375
Strategic Blueprint
Georgia
$5.71M -$1.73M -16,299 -23%
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