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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
401
Financial Advocates Investment Management
Washington
$5.02M -$169K -1,623 -3%
WMR
402
Wealth Management Resources
Rhode Island
$5.02M -$946K -9,099 -16%
AWA
403
Aletheian Wealth Advisors
Washington
$4.99M +$1.5M +14,453 +43%
AIA
404
Armor Investment Advisors
North Carolina
$4.98M +$441K +4,245 +10%
TW
405
Traveka Wealth
California
$4.96M -$81.3K -782 -2%
AFA
406
Avant Financial Advisors
Texas
$4.93M +$541K +5,207 +12%
LA
407
Lifeworks Advisors
Michigan
$4.92M +$875K +8,416 +22%
BC
408
Brio Consultants
California
$4.89M +$124K +1,192 +3%
GA
409
GFS Advisors
Texas
$4.88M +$3.45M +33,145 +245%
FIA
410
Foundations Investment Advisors
Arizona
$4.83M +$1.6M +15,395 +50%
TCM
411
TD Capital Management
Tennessee
$4.83M +$75.6K +727 +2%
CAWM
412
Capital Advisors Wealth Management
Washington
$4.79M +$795K +7,651 +20%
FAT
413
First American Trust
California
$4.75M +$185K +1,780 +4%
HIP
414
HUB Investment Partners
Texas
$4.74M +$383K +3,684 +9%
BGWM
415
Bridge Generations Wealth Management
Florida
$4.74M +$925K +8,895 +24%
KF
416
K2 Financial
California
$4.73M -$369K -3,548 -7%
GRP
417
Global Retirement Partners
California
$4.73M +$4.7M +45,246 New
HWM
418
Hassell Wealth Management
Louisiana
$4.72M +$1.25K +12 +0%
PIFP
419
Partners in Financial Planning
Virginia
$4.65M -$71.2K -685 -2%
GWM
420
Geneos Wealth Management
Colorado
$4.64M -$1.1M -10,550 -19%
LWM
421
Level Wealth Management
North Carolina
$4.64M +$3.47M +33,382 +303%
OAP
422
One Advisory Partners
Kansas
$4.59M +$1.47M +14,184 +47%
MFG
423
MidWestOne Financial Group
Iowa
$4.59M +$1.47M +14,132 +47%
TWP
424
Tyche Wealth Partners
Texas
$4.57M +$3.61M +34,752 +388%
MT
425
Midwest Trust
Kansas
$4.56M +$4.54M +43,624 New
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17
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