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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
676
Weaver Consulting Group
California
$247K -$799 -7 -0.3%
SFPM
677
Sensible Financial Planning & Management
Massachusetts
$245K – – –
CFS
678
CRA Financial Services
New Jersey
$244K – – –
RC
679
Rovin Capital
Arizona
$242K -$342 -3 -0.1%
EWF
680
Epstein & White Financial
California
$242K +$244K +2,140 New
KC
681
Kingfisher Capital
North Carolina
$240K -$22.9K -201 -9%
LPWM
682
Lake Point Wealth Management
Texas
$239K -$14.7K -129 -6%
GWMIA
683
Global Wealth Management Investment Advisory
Florida
$238K – – –
LFPWM
684
Leicht Financial Planning & Wealth Management
New Jersey
$238K +$240K +2,105 New
MWP
685
Moller Wealth Partners
$237K +$240K +2,100 New
AA
686
Argent Advisors
Louisiana
$236K +$86.9K +761 +57%
HC
687
Hamilton Capital
Ohio
$234K -$881K -7,721 -79%
BHWA
688
Beacon Harbor Wealth Advisors
Virginia
$234K – – –
CWAF
689
Core Wealth Advisors (Florida)
Florida
$234K +$2.17K +19 +0.9%
RHP
690
Royal Harbor Partners
Texas
$233K -$363K -3,183 -61%
FI
691
Financial Insights
Washington
$229K +$232K +2,030 New
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$228K -$27.3K -239 -11%
NC
693
NovaPoint Capital
Georgia
$227K – – –
IF
694
IRON Financial
Illinois
$227K +$3.08K +27 +1%
CFN
695
Cordasco Financial Network
Florida
$226K -$123K -1,080 -35%
SIM
696
Stratos Investment Management
Ohio
$225K -$80.4K -704 -26%
BO
697
Bank OZK
Arkansas
$222K -$2.85K -25 -1%
GW
698
GW & Wade
Massachusetts
$220K -$229K -2,003 -51%
PG
699
Prostatis Group
Maryland
$219K -$38.4K -336 -15%
EIA
700
Eldridge Investment Advisors
New Hampshire
$217K – – –
26 27
28
29 30