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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Mission Wealth Management
California
$3.82M +$86.1K +801 +2%
AWA
477
Arkadios Wealth Advisors
Georgia
$3.81M +$744K +6,916 +24%
FF
478
Francis Financial
$3.79M +$520K +4,836 +16%
IRP
479
Investment Research Partners
Pennsylvania
$3.75M +$521K +4,846 +16%
GWP
480
Gateway Wealth Partners
Wisconsin
$3.75M +$3.03M +28,145 +393%
MCM
481
MAI Capital Management
Ohio
$3.74M +$104K +969 +3%
FFP
482
FourThought Financial Partners
Florida
$3.73M +$664K +6,171 +21%
MB
483
MidFirst Bank
Oklahoma
$3.7M +$170K +1,580 +5%
CAWM
484
Capital Advisors Wealth Management
Washington
$3.66M +$29.5K +274 +0.8%
SAM
485
Smithbridge Asset Management
Pennsylvania
$3.65M +$3.7M +34,403 New
WS
486
Wedbush Securities
California
$3.62M +$291K +2,706 +9%
VA
487
VestGen Advisors
Illinois
$3.57M +$870K +8,094 +32%
IWP
488
Insight Wealth Partners
Texas
$3.56M +$60.6K +564 +2%
SF
489
Symphony Financial
Texas
$3.55M +$209K +1,946 +6%
TWM
490
Trinity Wealth Management
Pennsylvania
$3.51M +$662K +6,153 +23%
GFWA
491
Grey Fox Wealth Advisors
Delaware
$3.49M +$956K +8,891 +37%
SFO
492
Stokes Family Office
Louisiana
$3.49M +$466K +4,333 +15%
SFG
493
SevenBridge Financial Group
Pennsylvania
$3.44M -$261K -2,426 -7%
CIAS
494
CFS Investment Advisory Services
New Jersey
$3.43M -$50K -465 -1%
CIM
495
Confluence Investment Management
Missouri
$3.36M +$186K +1,729 +6%
CWMK
496
Caliber Wealth Management (Kansas)
Kansas
$3.33M -$3.23M -30,040 -49%
PCIG
497
Partners Capital Investment Group
Massachusetts
$3.3M +$17.6K +164 +0.5%
RIM
498
Redwood Investment Management
Arizona
$3.27M +$675K +6,277 +26%
EFG
499
Ethos Financial Group
Pennsylvania
$3.24M +$570K +5,300 +21%
LFWA
500
LiftPoint Family Wealth Advisors
New Jersey
$3.24M -$85.4K -794 -3%
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