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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
401
Concord Wealth Partners
Virginia
$2.93M -$154K -1,366 -5%
RCA
402
Resonant Capital Advisors
Wisconsin
$2.9M -$4.75M -42,045 -61%
BFO
403
Biltmore Family Office
North Carolina
$2.88M -$276K -2,446 -9%
IWS
404
Insight Wealth Strategies
California
$2.85M +$117K +1,040 +4%
CIA
405
Capital Investment Advisors
Georgia
$2.84M -$33.1K -293 -1%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$2.83M -$590K -5,227 -17%
CT
407
Columbia Trust
Oregon
$2.83M +$629K +5,572 +27%
MA
408
MUFG Americas
New York
$2.82M +$1.62M +14,323 +126%
PCWA
409
Pacific Capital Wealth Advisors
California
$2.81M – – –
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$2.79M +$2.64M +23,396 +1,168%
FPS
411
Fieldpoint Private Securities
Connecticut
$2.74M -$49.7K -440 -2%
WJA
412
Willis Johnson & Associates
Texas
$2.72M +$260K +2,308 +10%
LBC
413
Lowe Brockenbrough & Co
Virginia
$2.72M +$2.8M +24,792 New
BCP
414
Blue Chip Partners
Michigan
$2.69M -$141K -1,252 -5%
OA
415
Operose Advisors
Wisconsin
$2.69M +$163K +1,442 +6%
CT
416
Caldwell Trust
Florida
$2.68M +$48K +425 +2%
WA
417
Wealth Alliance
New York
$2.6M +$652K +5,774 +32%
RJT
418
Raymond James Trust
Florida
$2.58M -$91.9K -814 -3%
OAM
419
Occidental Asset Management
California
$2.57M – – –
WLIM
420
White Lighthouse Investment Management
Massachusetts
$2.55M +$190K +1,683 +8%
SPFA
421
Summit Place Financial Advisors
New Jersey
$2.54M -$113K -1,000 -4%
SWA
422
Safir Wealth Advisors
New Hampshire
$2.54M +$168K +1,485 +7%
DC
423
Davenport & Co
Virginia
$2.53M -$550K -4,869 -17%
RTL
424
Red Tortoise LLC
Georgia
$2.52M -$1.56M -13,842 -38%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$2.52M +$1.63M +14,427 +169%
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