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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
701
Traphagen Investment Advisors
New Jersey
$818K -$90.9K -783 -10%
LIA
702
LBMC Investment Advisors
Tennessee
$816K -$32.7M -281,722 -98%
SCFS
703
S.C. Financial Services
Arizona
$813K +$818K +7,045 New
RRA
704
Round Rock Advisors
Connecticut
$810K +$312K +2,685 +63%
HNWAG
705
High Net Worth Advisory Group
Florida
$808K +$807K +6,950 New
LP
706
LGL Partners
Pennsylvania
$807K +$15.8K +136 +2%
PWP
707
Perfromance Wealth Partners
Illinois
$806K +$805K +6,930 New
BAM
708
Belpointe Asset Management
Nevada
$803K -$402K -3,466 -33%
SPI
709
Sutton Place Investors
New York
$802K +$800K +6,893 New
SSW
710
Stone Summit Wealth
Florida
$799K +$800K +6,887 New
SEIA
711
Signature Estate & Investment Advisors
California
$796K +$57.4K +494 +8%
SWM
712
Sugarloaf Wealth Management
Georgia
$794K +$281K +2,423 +55%
SFP
713
Sandbox Financial Partners
Maryland
$791K -$21.4K -184 -3%
CFC
714
Client First Capital
California
$791K +$790K +6,801 New
CIC
715
Carnegie Investment Counsel
Ohio
$785K -$42.4K -365 -5%
SWM
716
SeaCrest Wealth Management
New York
$782K +$33.4K +288 +4%
AWM
717
Altavista Wealth Management
North Carolina
$780K – – –
KPWS
718
Kestra Private Wealth Services
Texas
$773K +$82.4K +710 +12%
RWM
719
Rockwood Wealth Management
Pennsylvania
$770K +$769K +6,625 New
KCA
720
Karn Couzens & Associates
Connecticut
$770K – – –
TAM
721
Todd Asset Management
Kentucky
$770K – – –
3LCM
722
3D/L Capital Management
Connecticut
$768K +$6.04K +52 +0.8%
ACI
723
Alpha Cubed Investments
California
$766K +$30.8K +265 +4%
CAMV
724
Concord Asset Management (Virginia)
Virginia
$763K +$762K +6,565 New
CCT
725
Country Club Trust
Missouri
$763K -$23.2K -200 -3%
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30 31