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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
726
Spectrum Wealth Counsel
Indiana
$1.36M -$42.5K -400 -3%
CIM
727
Cambria Investment Management
California
$1.35M – – –
WWM
728
Western Wealth Management
Colorado
$1.34M -$334K -3,137 -20%
JBW
729
Journey Beyond Wealth
Georgia
$1.34M – – –
RCS
730
Retirement Capital Strategies
California
$1.34M -$16.2K -152 -1%
FNBSF
731
First National Bank Sioux Falls
South Dakota
$1.32M – – –
EGA
732
Eagle Global Advisors
Texas
$1.32M – – –
OWP
733
ORG Wealth Partners
Texas
$1.32M -$744 -7 -0.1%
AF
734
Arrow Financial
New York
$1.31M +$68.6K +645 +5%
BDFN
735
Bond & Devick Financial Network
Minnesota
$1.3M -$53.1K -499 -4%
DAS
736
Diversify Advisory Services
Utah
$1.3M -$385K -3,619 -23%
EWM
737
Elmwood Wealth Management
California
$1.29M – – –
OC
738
Oppenheimer & Co
New York
$1.29M +$221K +2,081 +21%
NL
739
NWAM LLC
Washington
$1.29M -$647K -6,084 -33%
MWM
740
Modern Wealth Management
Kansas
$1.28M +$486K +4,571 +60%
IPA
741
Investment Planning Advisors
Georgia
$1.28M -$1.31M -12,361 -50%
ACS
742
Archford Capital Strategies
Illinois
$1.28M -$298K -2,799 -19%
CW
743
Code Waechter
Florida
$1.28M +$298K +2,800 +30%
PP
744
PrairieView Partners
Minnesota
$1.28M -$1.15M -10,832 -47%
GSWM
745
Greenup Street Wealth Management
Michigan
$1.28M +$67.2K +632 +6%
TFA
746
Trinity Financial Advisors
Ohio
$1.27M +$1.27M +11,966 New
BIM
747
Breakwater Investment Management
Washington
$1.26M +$210K +1,979 +20%
BA
748
Bristlecone Advisors
Washington
$1.26M +$133K +1,255 +12%
NA
749
Note Advisors
New York
$1.26M -$72.5K -682 -5%
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$1.26M -$7.44K -70 -0.6%
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