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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
651
Vision Retirement
New Jersey
$2.07M +$2.07M +19,335 New
CFA
652
Capstone Financial Advisors
Illinois
$2.06M +$30K +280 +1%
BWP
653
Bernardo Wealth Planning
Pennsylvania
$2.06M +$256K +2,389 +14%
SHWA
654
Safe Harbor Wealth Advisors
Ohio
$2.06M +$2.04M +19,031 New
SG
655
StoneX Group
New York
$2.06M +$763K +7,127 +59%
SC
656
Sykon Capital
New York
$2.05M +$1.36M +12,665 +194%
LIA
657
LifePlan Investment Advisors
North Carolina
$2.04M +$127K +1,188 +7%
LBC
658
Lowe Brockenbrough & Co
Virginia
$2.04M +$124K +1,154 +6%
AF
659
Advisornet Financial
Minnesota
$2.03M +$137K +1,281 +7%
HSG
660
Helen Stephens Group
Texas
$2.03M -$44.8K -418 -2%
MWP
661
Madison Wealth Partners
Wisconsin
$2M -$54.9K -513 -3%
KL
662
KWMG LLC
Kansas
$2M -$283K -2,643 -12%
KNFPWM
663
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2M +$498K +4,655 +33%
RPCA
664
Running Point Capital Advisors
California
$1.97M +$101K +944 +5%
CWM
665
Calamos Wealth Management
Illinois
$1.97M +$1.39M +13,027 +243%
GWM
666
Grand Wealth Management
Michigan
$1.95M +$20.8K +194 +1%
LSA
667
Lansing Street Advisors
Pennsylvania
$1.94M -$69.5K -649 -3%
CA
668
Claro Advisors
Massachusetts
$1.94M +$255K +2,383 +15%
SFG
669
Sage Financial Group
Pennsylvania
$1.94M -$214K -2,003 -10%
BP
670
Ballentine Partners
Massachusetts
$1.93M +$72.2K +674 +4%
SWIM
671
Smallwood Wealth Investment Management
New Jersey
$1.92M -$533K -4,974 -22%
NL
672
NDWM LLC
California
$1.91M -$120K -1,119 -6%
TGAM
673
TBH Global Asset Management
Tennessee
$1.91M -$16.3K -152 -0.8%
SI
674
Stephens Inc
Arkansas
$1.9M -$3.1M -28,986 -62%
SIM
675
Synergy Investment Management
Florida
$1.89M +$134K +1,253 +8%
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