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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
IMA
476
Investment Management Associates
Colorado
$3.5M – – –
JGCM
477
Joseph Group Capital Management
Ohio
$3.5M -$462K -4,345 -12%
SFG
478
SevenBridge Financial Group
Pennsylvania
$3.47M -$467K -4,393 -12%
VCP
479
Verus Capital Partners
Arizona
$3.43M +$452K +4,251 +15%
MLA
480
My Legacy Advisors
Oregon
$3.43M -$666K -6,261 -16%
CIA
481
Concurrent Investment Advisors
Florida
$3.42M +$1.03M +9,700 +43%
TFG
482
Tilson Financial Group
New Jersey
$3.4M +$120K +1,129 +4%
WS
483
Wedbush Securities
California
$3.39M +$596K +5,607 +21%
STFP
484
Signal Tree Financial Partners
Ohio
$3.36M +$189K +1,781 +6%
FI
485
Financial Insights
Washington
$3.34M -$200K -1,876 -6%
LFP
486
Leeward Financial Partners
Washington
$3.33M +$95.3K +896 +3%
WIM
487
Westside Investment Management
California
$3.32M +$340K +3,193 +11%
TCM
488
Tassel Capital Management
North Carolina
$3.31M -$3.72K -35 -0.1%
MAWA
489
Moss Adams Wealth Advisors
Washington
$3.3M -$5.58M -52,441 -63%
BEI
490
Benjamin Edwards Inc
Missouri
$3.3M -$43.9K -413 -1%
FIA
491
Foundations Investment Advisors
Arizona
$3.25M +$527K +4,955 +19%
BTI
492
Blue Trust Inc
Georgia
$3.25M +$2.93M +27,512 +829%
SW
493
SteelPeak Wealth
California
$3.24M +$27.1K +255 +0.8%
GWA
494
Gutierrez Wealth Advisory
Arkansas
$3.24M +$19.1K +180 +0.6%
BHWM
495
Beaird Harris Wealth Management
Texas
$3.22M -$1.02M -9,578 -24%
TWM
496
Thrive Wealth Management
Pennsylvania
$3.21M +$44.6K +419 +1%
JAA
497
Joel Adams & Associates
North Carolina
$3.19M -$66.9K -629 -2%
OAP
498
One Advisory Partners
Kansas
$3.18M -$1.04M -9,780 -24%
AF
499
Apollon Financial
South Carolina
$3.17M -$55.4K -521 -2%
DAS
500
Dynamic Advisor Solutions
Arizona
$3.16M -$242K -2,279 -7%
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