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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
876
Cypress Financial Planning
New Jersey
$919K +$65.3K +624 +8%
ISFAN
877
Investor's Fiduciary Advisor Network
Washington
$917K -$30.6K -292 -3%
WWA
878
Wingate Wealth Advisors
Massachusetts
$917K +$3.66K +35 +0.4%
LKBC
879
L.K. Benson & Company
Maryland
$912K +$38.4K +367 +4%
WAL
880
W Advisors LLC
Tennessee
$907K -$14K -134 -2%
EF
881
Envision Financial
Wisconsin
$901K +$139K +1,332 +19%
IFPL
882
Investments & Financial Planning LLC
Kentucky
$900K +$131K +1,252 +17%
LNWWM
883
Laird Norton Wetherby Wealth Management
California
$894K +$13.8K +132 +2%
SIA
884
Spectrum Investment Advisors
Wisconsin
$891K +$6.8K +65 +0.8%
GWM
885
Gibbs Wealth Management
Georgia
$889K -$570K -5,450 -40%
BIM
886
Breakwater Investment Management
Washington
$885K -$261K -2,492 -23%
DDPIC
887
Deroy & Devereaux Private Investment Counsel
Michigan
$884K -$173K -1,655 -17%
WAOI
888
Wealth Advisors of Iowa
Iowa
$883K -$52K -497 -6%
GT
889
Glenview Trust
Kentucky
$883K +$15.7K +150 +2%
CFA
890
Camarda Financial Advisors
Florida
$881K +$98.7K +943 +13%
MPWT
891
MassMutual Private Wealth & Trust
Connecticut
$880K -$361K -3,446 -29%
AFS
892
AFG Fiduciary Services
Massachusetts
$873K -$3.77K -36 -0.4%
4WM
893
4J Wealth Management
Virginia
$871K -$16.7K -160 -2%
SSW
894
Stone Summit Wealth
Florida
$867K -$70.4K -673 -8%
LSA
895
Lion Street Advisors
Texas
$859K -$48.9K -467 -6%
CWMG
896
Compass Wealth Management (Georgia)
Georgia
$857K -$48K -459 -5%
SIA
897
Strategic Investment Advisors
Michigan
$857K -$452K -4,321 -49%
WHCI
898
W.H. Cornerstone Investments
Massachusetts
$855K -$365K -3,488 -30%
JCM
899
Jacobi Capital Management
Pennsylvania
$855K -$364K -3,479 -30%
HWM
900
HB Wealth Management
Georgia
$854K +$398K +3,802 +90%
34 35
36
37 38