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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
McNaughton Wealth Management
California
$3.15M +$158K +1,509 +5%
SF
502
Symphony Financial
Texas
$3.15M +$161K +1,538 +5%
FFA
503
First Foundation Advisors
California
$3.13M +$640K +6,116 +26%
GCM
504
Graver Capital Management
Ohio
$3.13M +$59.5K +569 +2%
VBA
505
von Borstel & Associates
Oregon
$3.12M +$3.04M +29,042 New
FFP
506
FourThought Financial Partners
Florida
$3.07M -$580K -5,542 -16%
DWT
507
Dorsey & Whitney Trust
South Dakota
$3.07M -$36.1K -345 -1%
WF
508
Wayfinding Financial
Washington
$3.06M -$36.3K -347 -1%
IP
509
Investment Partners
Ohio
$3.06M +$407K +3,890 +16%
DAS
510
Dynamic Advisor Solutions
Arizona
$3.04M -$215K -2,054 -7%
MW
511
Maia Wealth
Colorado
$3.01M +$467K +4,459 +19%
CSP
512
Cary Street Partners
Virginia
$2.97M +$393K +3,756 +16%
IRP
513
Investment Research Partners
Pennsylvania
$2.97M +$2.89M +27,624 New
LFG
514
Larson Financial Group
Missouri
$2.97M +$1.9M +18,131 +187%
CFS
515
Cannon Financial Strategists
Georgia
$2.96M -$4.71K -45 -0.2%
LFAS
516
Level Four Advisory Services
Texas
$2.96M +$43.3K +414 +2%
FAIM
517
Financial Advocates Investment Management
Washington
$2.94M -$2.15M -20,500 -43%
WA
518
Wealth Alliance
New York
$2.91M -$28K -268 -1%
WPWM
519
Windward Private Wealth Management
Kansas
$2.89M +$39.9K +381 +1%
AWA
520
Arkadios Wealth Advisors
Georgia
$2.88M +$1.19M +11,367 +72%
SFO
521
Stokes Family Office
Louisiana
$2.87M +$622K +5,946 +28%
SMG
522
Smart Money Group
Texas
$2.86M +$102K +975 +4%
SW
523
SteelPeak Wealth
California
$2.86M -$245K -2,342 -8%
AWM
524
Abound Wealth Management
Tennessee
$2.85M +$105K +999 +4%
DAS
525
Diversify Advisory Services
Utah
$2.85M +$1.82M +17,362 +188%
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