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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
576
Precision Wealth Strategies
Missouri
$2.41M +$2.4M +23,099 New
CFC
577
Client First Capital
California
$2.41M – – –
JIR
578
James Investment Research
Ohio
$2.41M -$8.42K -81 -0.4%
PP
579
Prosperity Planning
Missouri
$2.4M – – –
CFO
580
CVA Family Office
Colorado
$2.39M +$912K +8,773 +62%
LL
581
LPWM LLC
Minnesota
$2.39M -$2.96M -28,490 -55%
JSW
582
Journey Strategic Wealth
New Jersey
$2.38M +$734K +7,056 +45%
MAWA
583
Moss Adams Wealth Advisors
Washington
$2.38M -$888K -8,545 -27%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$2.34M +$53.4K +514 +2%
JC
585
JB Capital
Connecticut
$2.34M +$2.33M +22,404 New
NL
586
NWAM LLC
Washington
$2.34M +$1.07M +10,266 +84%
FCA
587
Fortis Capital Advisors
Kansas
$2.34M +$353K +3,399 +18%
LCWP
588
Legacy Capital Wealth Partners
Arkansas
$2.31M +$2.05M +19,756 +826%
PSA
589
Plum Street Advisors
Louisiana
$2.31M +$63.6K +612 +3%
GWP
590
Gen-Wealth Partners
Michigan
$2.3M +$305K +2,934 +15%
AIM
591
Alhambra Investment Management
Florida
$2.3M +$67.6K +650 +3%
SHJ
592
Sharkey, Howes & Javer
Colorado
$2.29M +$219K +2,108 +11%
STFP
593
Signal Tree Financial Partners
Ohio
$2.28M -$1.05M -10,076 -32%
JSA
594
Jacobson & Schmitt Advisors
Wisconsin
$2.27M -$68K -654 -3%
MCM
595
MAI Capital Management
Ohio
$2.25M -$2.07M -19,882 -48%
TF
596
Theory Financial
Colorado
$2.25M +$257K +2,468 +13%
RIM
597
Redwood Investment Management
Arizona
$2.25M +$333K +3,199 +17%
PA
598
Procyon Advisors
Connecticut
$2.25M -$65.1K -626 -3%
FHA
599
Flagship Harbor Advisors
Massachusetts
$2.25M -$164K -1,573 -7%
AWM
600
Accurate Wealth Management
Florida
$2.25M -$105K -1,008 -4%
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