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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
476
Tilson Financial Group
New Jersey
$3.13M +$102K +944 +3%
BC
477
Brio Consultants
California
$3.12M -$46.3K -429 -1%
DAS
478
Diversify Advisory Services
Utah
$3.12M +$3.15M +29,163 New
CWM
479
Cornerstone Wealth Management
Missouri
$3.11M +$106K +984 +4%
KL
480
KWMG LLC
Kansas
$3.08M +$344K +3,191 +13%
PA
481
Procyon Advisors
Connecticut
$3.06M -$256K -2,373 -8%
HPFG
482
Hart & Patterson Financial Group
Massachusetts
$3.03M +$245K +2,266 +9%
LFP
483
Leeward Financial Partners
Washington
$3.02M +$303K +2,806 +11%
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.02M +$548K +5,080 +22%
SC
485
Stephenson & Company
California
$2.99M -$84.1K -779 -3%
FAT
486
First American Trust
California
$2.98M +$426K +3,948 +17%
BCG
487
Breakwater Capital Group
New Jersey
$2.97M -$76.1K -705 -2%
MWP
488
Madison Wealth Partners
Wisconsin
$2.96M -$26.4K -245 -0.9%
WFPG
489
Waller Financial Planning Group
Ohio
$2.96M -$285K -2,642 -9%
BHWM
490
Beaird Harris Wealth Management
Texas
$2.95M +$13.7K +127 +0.5%
PP
491
Prosperity Planning
Missouri
$2.94M – – –
CWM
492
Congress Wealth Management
Massachusetts
$2.92M -$343K -3,178 -10%
DW
493
Durante & Waters
New York
$2.92M +$497K +4,607 +20%
FIBT
494
First International Bank & Trust
North Dakota
$2.9M +$85.1K +789 +3%
PPWP
495
Premier Path Wealth Partners
New Jersey
$2.9M -$1.56M -14,455 -37%
JSA
496
Jacobson & Schmitt Advisors
Wisconsin
$2.88M -$5.61K -52 -0.2%
SFP
497
Sterling Financial Planning
New Jersey
$2.87M -$118K -1,098 -4%
LA
498
Lifeworks Advisors
Michigan
$2.86M +$1.22M +11,296 +74%
EWG
499
Executive Wealth Group
Washington
$2.85M +$1.9M +17,637 +201%
SCA
500
Snowden Capital Advisors
New York
$2.81M +$1.94M +17,942 +219%
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