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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFC
376
Financial Planning Fort Collins
Colorado
$6.12M +$268K +2,507 +5%
AFP
377
Alpha Financial Partners
Kentucky
$6.11M +$105K +984 +2%
JC
378
JB Capital
Connecticut
$6.07M +$1.81M +16,932 +43%
PWP
379
Precedent Wealth Partners
Texas
$6.04M +$198K +1,848 +3%
DWM
380
Dogwood Wealth Management
Kansas
$5.92M +$61K +570 +1%
VA
381
Veratis Advisors
North Carolina
$5.92M +$5.88M +54,980 New
IWMA
382
Ironwood Wealth Management (Arizona)
Arizona
$5.9M +$1.14M +10,691 +24%
EI
383
EFG International
$5.9M +$814K +7,616 +16%
FBFS
384
First Business Financial Services
Wisconsin
$5.89M +$188K +1,756 +3%
BEI
385
Benjamin Edwards Inc
Missouri
$5.89M -$907K -8,482 -13%
SAM
386
Smartleaf Asset Management
Massachusetts
$5.85M – – –
SA
387
Sincerus Advisory
New York
$5.84M +$195K +1,824 +3%
FCIM
388
Fairview Capital Investment Management
California
$5.83M – – –
IA
389
IFG Advisory
Georgia
$5.83M +$5.79M +54,148 New
SWM
390
Seaside Wealth Management
California
$5.8M +$80.9K +756 +1%
SWASL
391
Spartan Wealth Advisory Services LLC
Michigan
$5.8M +$969K +9,062 +20%
IC
392
IEQ Capital
California
$5.74M +$406K +3,796 +8%
MWM
393
Mission Wealth Management
California
$5.74M +$1.85M +17,341 +48%
CW
394
CreativeOne Wealth
Kansas
$5.72M +$500K +4,672 +10%
PCG
395
Prosperity Consulting Group
Maryland
$5.67M -$937K -8,762 -14%
EWM
396
Empirical Wealth Management
Washington
$5.66M -$90.2K -843 -2%
CAL
397
Capital Analysts LLC
Pennsylvania
$5.59M +$98.1K +917 +2%
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$5.59M -$546K -5,104 -9%
TCM
399
TruNorth Capital Management
Michigan
$5.59M +$981K +9,172 +21%
BC
400
Brio Consultants
California
$5.55M +$1.07M +9,987 +24%
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