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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Bernardo Wealth Planning
Pennsylvania
$2.25M +$4.05K +38 +0.2%
FWM
552
ForthRight Wealth Management
Georgia
$2.24M -$927K -8,702 -29%
EWA
553
Etesian Wealth Advisors
Oregon
$2.24M -$124K -1,167 -5%
VWA
554
Visionary Wealth Advisors
Illinois
$2.21M -$199K -1,867 -8%
EWA
555
EverSource Wealth Advisors
Alabama
$2.2M +$402K +3,778 +23%
PTC
556
Philadelphia Trust Company
Pennsylvania
$2.19M – – –
MCC
557
Money Concepts Capital
Florida
$2.19M +$113K +1,057 +5%
KWS
558
Keystone Wealth Services
California
$2.18M -$17K -160 -0.8%
WLIM
559
White Lighthouse Investment Management
Massachusetts
$2.18M +$301K +2,829 +16%
TGAM
560
TBH Global Asset Management
Tennessee
$2.16M -$2.78M -26,128 -56%
VF
561
VitalStone Financial
Texas
$2.14M -$80.6K -757 -4%
CIM
562
Confluence Investment Management
Missouri
$2.13M +$28.4K +267 +1%
JFG
563
Jefferies Financial Group
New York
$2.13M – – –
BAAM
564
Baker Avenue Asset Management
California
$2.11M -$297K -2,785 -12%
ECG
565
EPIQ Capital Group
California
$2.11M +$443K +4,164 +27%
WF
566
Wayfinding Financial
Washington
$2.11M +$335K +3,149 +19%
FTS
567
Fifth Third Securities
Ohio
$2.1M +$163K +1,529 +8%
M
568
MYeCFO
California
$2.09M -$1.62M -15,220 -44%
GFWA
569
Grey Fox Wealth Advisors
Delaware
$2.09M -$30K -282 -1%
CFA
570
Capstone Financial Advisors
Illinois
$2.07M -$90.7K -852 -4%
SFO
571
Stokes Family Office
Louisiana
$2.06M +$58.6K +550 +3%
SWA
572
Safir Wealth Advisors
New Hampshire
$2.05M – – –
SAI
573
Savvy Advisors Inc
New York
$2.05M +$396K +3,719 +24%
GA
574
Greenspring Advisors
Maryland
$2.02M -$108K -1,015 -5%
PSA
575
Plum Street Advisors
Louisiana
$2.02M -$193K -1,812 -9%
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