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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
851
Lion Street Advisors
Texas
$789K +$21.5K +206 +3%
CWA
852
Capital Wealth Alliance
Arizona
$785K -$446K -4,270 -37%
EWA
853
EverSource Wealth Advisors
Alabama
$780K +$45.5K +435 +6%
AWA
854
Alta Wealth Advisors
Massachusetts
$779K -$90.1K -862 -11%
DI
855
Diligent Investors
California
$775K -$50.1K -479 -6%
ACG
856
Allen Capital Group
Nebraska
$775K +$747K +7,145 New
TI
857
Truepoint Inc
Ohio
$770K -$8.18M -78,277 -92%
HNWAG
858
High Net Worth Advisory Group
Florida
$770K – – –
IFPL
859
Investments & Financial Planning LLC
Kentucky
$768K +$89.5K +856 +14%
LSA
860
Lansing Street Advisors
Pennsylvania
$766K +$739K +7,070 New
MFG
861
Mainsail Financial Group
Washington
$762K +$150K +1,440 +26%
SFWA
862
Summit Financial Wealth Advisors
Louisiana
$757K – – –
CG
863
CFO4Life Group
Texas
$756K +$728K +6,971 New
SDJVC
864
St. Denis J. Villere & Co
Louisiana
$755K +$727K +6,960 New
RPC
865
Rossmore Private Capital
Connecticut
$753K -$230K -2,202 -24%
PFGIA
866
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$177K +1,693 +32%
DAM
867
Derbend Asset Management
Georgia
$752K +$157K +1,502 +28%
ESB
868
Essex Savings Bank
Connecticut
$748K – – –
TPWA
869
TRUE Private Wealth Advisors
Oregon
$743K -$368K -3,518 -34%
PWP
870
Perfromance Wealth Partners
Illinois
$742K +$3.34K +32 +0.5%
KP
871
Keel Point
Alabama
$741K -$35.9K -344 -5%
AC
872
ASB Consultores
Florida
$732K +$705K +6,750 New
ATC
873
Argent Trust Co
Tennessee
$731K -$46.9K -449 -6%
SRB
874
Shotwell Rutter Baer
Michigan
$731K +$703K +6,731 New
OC
875
Oarsman Capital
Wisconsin
$731K +$704K +6,740 New
33 34
35
36 37