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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
McNaughton Wealth Management
California
$2.21M +$158K +1,467 +8%
FTS
577
Fifth Third Securities
Ohio
$2.2M +$53K +492 +2%
SFP
578
Sweet Financial Partners
Minnesota
$2.19M +$789K +7,322 +57%
DWT
579
Dorsey & Whitney Trust
South Dakota
$2.18M +$163K +1,516 +8%
EWA
580
Etesian Wealth Advisors
Oregon
$2.18M -$106K -988 -5%
CIM
581
Confluence Investment Management
Missouri
$2.17M -$754 -7 -0%
SWA
582
Safir Wealth Advisors
New Hampshire
$2.17M +$84.1K +780 +4%
JFG
583
Jefferies Financial Group
New York
$2.17M – – –
VWA
584
Visionary Wealth Advisors
Illinois
$2.16M -$91.6K -850 -4%
COLIM
585
City of London Investment Management
United Kingdom
$2.15M +$2.14M +19,822 New
ECG
586
EPIQ Capital Group
California
$2.15M +$2.8K +26 +0.1%
TGAM
587
TBH Global Asset Management
Tennessee
$2.15M -$55.5K -515 -3%
KWS
588
Keystone Wealth Services
California
$2.15M -$75.7K -702 -3%
BBHC
589
Brown Brothers Harriman & Co
New York
$2.14M +$802K +7,441 +61%
CFA
590
Capstone Financial Advisors
Illinois
$2.14M +$26.5K +246 +1%
TWP
591
Triad Wealth Partners
Kansas
$2.13M +$1.05M +9,765 +99%
MW
592
Maia Wealth
Colorado
$2.13M +$181K +1,680 +9%
BWP
593
Bernardo Wealth Planning
Pennsylvania
$2.09M -$185K -1,719 -8%
DAS
594
Diversify Advisory Services
Utah
$2.09M -$386K -3,579 -16%
PG
595
Patten Group
Tennessee
$2.08M +$82.9K +769 +4%
KPP
596
Kings Path Partners
Texas
$2.07M +$48.8K +453 +2%
SFO
597
Stokes Family Office
Louisiana
$2.07M -$26.8K -249 -1%
FIA
598
Foundations Investment Advisors
Arizona
$2.06M +$702K +6,510 +52%
ARG
599
Advisory Resource Group
Oklahoma
$2.06M +$202K +1,874 +11%
NL
600
NWAM LLC
Washington
$2.03M +$2.01M +18,664 New
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