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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
776
Summit Financial Wealth Advisors
Louisiana
$737K – – –
WWM
777
Wiser Wealth Management
Georgia
$737K +$65.1K +625 +10%
MA
778
McBroom & Associates
Nevada
$736K -$339K -3,253 -32%
MW
779
MBL Wealth
North Carolina
$733K -$1.73M -16,579 -70%
PG
780
Patten Group
Tennessee
$732K -$433K -4,154 -37%
IFPL
781
Investments & Financial Planning LLC
Kentucky
$731K +$722K +6,932 New
SW
782
SMART Wealth
Nebraska
$731K +$722K +6,930 New
IWP
783
Innova Wealth Partners
Pennsylvania
$730K -$222K -2,126 -23%
PWP
784
Perfromance Wealth Partners
Illinois
$729K -$2.08K -20 -0.3%
MFGP
785
Marshall Financial Group (Pennsylvania)
Pennsylvania
$727K +$31.8K +305 +5%
SSW
786
Stone Summit Wealth
Florida
$724K -$74.9K -719 -9%
RB
787
Renasant Bank
Mississippi
$721K – – –
SWM
788
Spire Wealth Management
Virginia
$716K -$22K -211 -3%
SFP
789
Sandbox Financial Partners
Maryland
$714K +$89.7K +861 +15%
GAB
790
German American Bancorp
Indiana
$712K -$8.78M -84,222 -93%
VPP
791
Vertex Planning Partners
Illinois
$709K +$700K +6,716 New
FLPIM
792
F.L. Putnam Investment Management
Massachusetts
$708K +$120K +1,154 +21%
PCMC
793
Private Capital Management (Colorado)
Colorado
$707K +$698K +6,701 New
NCM
794
Noesis Capital Mangement
Florida
$705K – – –
CPSC
795
Carl P. Sherr & Co
Massachusetts
$704K -$811K -7,785 -54%
ODG
796
O'Dell Group
Ohio
$698K -$1.77K -17 -0.3%
R
797
Rebalance
California
$698K +$689K +6,613 New
BZWA
798
Blue Zone Wealth Advisors
California
$694K -$67.7K -650 -9%
RPC
799
Rossmore Private Capital
Connecticut
$693K +$186K +1,787 +34%
KP
800
Keel Point
Alabama
$692K -$70.9K -680 -9%
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