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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
701
Stratos Investment Management
Ohio
$794K +$12.4K +110 +2%
WEG
702
World Equity Group
Illinois
$789K +$812K +7,197 New
BAM
703
Belpointe Asset Management
Nevada
$781K +$25.1K +222 +3%
MWA
704
Monograph Wealth Advisors
California
$776K – – –
EFG
705
Erickson Financial Group
Pennsylvania
$774K -$120K -1,065 -13%
LIA
706
LBMC Investment Advisors
Tennessee
$769K – – –
GW
707
GW & Wade
Massachusetts
$769K +$792K +7,014 New
KPWS
708
Kestra Private Wealth Services
Texas
$765K +$37.4K +331 +5%
MWM
709
Meridian Wealth Management
Kentucky
$763K -$68.3K -605 -8%
HNWAG
710
High Net Worth Advisory Group
Florida
$762K – – –
MPCG
711
Matrix Private Capital Group
New York
$761K -$23.7K -210 -3%
CGFA
712
Colton Groome Financial Advisors
North Carolina
$761K +$64.7K +573 +9%
PWP
713
Perfromance Wealth Partners
Illinois
$760K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$756K +$8.01K +71 +1%
WCF
715
West Coast Financial
California
$755K -$73.1K -648 -9%
LP
716
LGL Partners
Pennsylvania
$752K -$9.82K -87 -1%
SCFS
717
S.C. Financial Services
Arizona
$741K -$32.8K -291 -4%
SWM
718
SeaCrest Wealth Management
New York
$737K – – –
3LCM
719
3D/L Capital Management
Connecticut
$737K +$13.1K +116 +2%
GSWM
720
Golden State Wealth Management
California
$735K +$757K +6,708 New
NCM
721
Noesis Capital Mangement
Florida
$732K +$305K +2,700 +68%
KFI
722
Key Financial Inc
Pennsylvania
$729K -$56.4K -500 -7%
RRA
723
Round Rock Advisors
Connecticut
$724K -$41.3K -366 -5%
TAM
724
Todd Asset Management
Kentucky
$724K – – –
PFM
725
Parsec Financial Management
North Carolina
$723K -$4.12M -36,524 -85%
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