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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
526
Waller Financial Planning Group
Ohio
$2.84M +$61.9K +595 +2%
FWA
527
FSM Wealth Advisors
Ohio
$2.8M -$4.85M -46,683 -63%
WPWM
528
Windward Private Wealth Management
Kansas
$2.79M +$1.17M +11,220 +72%
SWA
529
Strategies Wealth Advisors
Michigan
$2.77M +$690K +6,639 +33%
IWM
530
IHT Wealth Management
Illinois
$2.77M -$8.32K -80 -0.3%
IWP
531
Insight Wealth Partners
Texas
$2.77M +$34.6K +333 +1%
AP
532
Americana Partners
Texas
$2.76M +$1.25K +12 +0%
AWMNH
533
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.74M -$110K -1,057 -4%
BW
534
BIP Wealth
Georgia
$2.74M +$1.24M +11,906 +83%
SC
535
Stephens Consulting
Michigan
$2.74M -$4.95M -47,591 -64%
VAMG
536
Voisard Asset Management Group
Michigan
$2.73M +$1.75M +16,794 +179%
EFP
537
Envision Financial Planning
Tennessee
$2.71M +$2.7M +25,932 New
SWA
538
Safir Wealth Advisors
New Hampshire
$2.71M -$56.7K -545 -2%
SMG
539
Smart Money Group
Texas
$2.71M +$2.43M +23,336 +905%
SWIM
540
Smallwood Wealth Investment Management
New Jersey
$2.7M -$82.4K -793 -3%
AWM
541
Abound Wealth Management
Tennessee
$2.7M +$1.09M +10,462 +68%
AFG
542
ABLE Financial Group
Arizona
$2.66M +$1.42M +13,643 +115%
CWM
543
Cornerstone Wealth Management
Missouri
$2.65M -$8.32K -80 -0.3%
OP
544
ORG Partners
Indiana
$2.65M -$5.3K -51 -0.2%
APC
545
Aspire Private Capital
North Carolina
$2.65M +$12K +115 +0.5%
WLIM
546
White Lighthouse Investment Management
Massachusetts
$2.62M – – –
PWS
547
Physician Wealth Solutions
Nevada
$2.62M -$1.28M -12,296 -33%
AIM
548
AHL Investment Management
Florida
$2.62M +$2.6M +25,036 New
CAG
549
Csenge Advisory Group
Florida
$2.61M -$471K -4,533 -15%
IP
550
Investment Partners
Ohio
$2.59M +$46.6K +448 +2%
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