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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
476
SVB Wealth
Massachusetts
$1.85M -$688K -6,472 -26%
BFA
477
Beaumont Financial Advisors
Massachusetts
$1.85M -$448K -4,214 -19%
FS
478
Ferguson Shapiro
Georgia
$1.84M +$670K +6,299 +54%
PWM
479
Paulson Wealth Management
Illinois
$1.83M -$1.98M -18,578 -51%
AWA
480
Amplius Wealth Advisors
Pennsylvania
$1.81M -$1.7M -16,030 -48%
EGA
481
Eagle Global Advisors
Texas
$1.8M -$69.1K -650 -4%
EWM
482
Endurance Wealth Management
Rhode Island
$1.79M -$20.7K -195 -1%
FWA
483
FSM Wealth Advisors
Ohio
$1.79M +$75.2K +707 +4%
LA
484
Lindenwold Advisors
Pennsylvania
$1.79M +$577K +5,425 +45%
WWM
485
Western Wealth Management
Colorado
$1.79M +$352K +3,310 +23%
FNWM
486
Financial Network Wealth Management
Utah
$1.78M +$52.9K +498 +3%
CPO
487
Cerity Partners OCIO
New York
$1.78M -$1.47M -13,859 -44%
WLIM
488
White Lighthouse Investment Management
Massachusetts
$1.77M -$269K -2,527 -13%
PFA
489
Pure Financial Advisors
California
$1.77M +$109K +1,026 +6%
SA
490
Sunesis Advisors
Kansas
$1.77M – – –
SCA
491
Stokes Capital Advisors
South Carolina
$1.77M -$136K -1,276 -7%
MCC
492
Money Concepts Capital
Florida
$1.76M +$543K +5,107 +42%
OC
493
Oppenheimer & Co
New York
$1.76M +$1.01M +9,542 +126%
DAS
494
Dynamic Advisor Solutions
Arizona
$1.74M +$871K +8,189 +93%
SFO
495
Stokes Family Office
Louisiana
$1.73M -$1.86M -17,529 -51%
CWA
496
Consilio Wealth Advisors
Washington
$1.72M -$63.3K -595 -3%
IA
497
IFG Advisory
Georgia
$1.72M +$942K +8,859 +112%
ST
498
Spinnaker Trust
Maine
$1.69M – – –
SFS
499
Sowell Financial Services
Arkansas
$1.66M +$1.72M +16,170 New
RPCA
500
Running Point Capital Advisors
California
$1.66M +$237K +2,231 +16%
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