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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
926
Todd Asset Management
Kentucky
$387K -$150K -1,405 -28%
SP
927
Successful Portfolios
Florida
$387K -$268K -2,510 -41%
OW
928
Olistico Wealth
Oklahoma
$386K +$2.46K +23 +0.6%
EW
929
Evoke Wealth
California
$386K -$21.4K -200 -5%
AFO
930
Arrowroot Family Office
California
$382K -$176K -1,643 -31%
TW
931
TrinityPoint Wealth
Connecticut
$380K -$48.1K -450 -11%
D
932
Diversified
Delaware
$378K -$130K -1,220 -26%
SIC
933
Salem Investment Counselors
North Carolina
$378K – – –
VWA
934
V Wealth Advisors
Kansas
$377K +$46.9K +439 +14%
MAG
935
MRA Advisory Group
New Jersey
$376K +$101K +945 +37%
KCM
936
Kanawha Capital Management
Virginia
$374K -$34.7K -325 -8%
CCT
937
Capital City Trust
Florida
$374K – – –
CWM
938
Chemistry Wealth Management
New York
$372K – – –
SS
939
Sunbelt Securities
Texas
$372K +$2.14K +20 +0.6%
LWM
940
Lyell Wealth Management
California
$372K – – –
BIA
941
Bell Investment Advisors
California
$371K -$70.1K -656 -16%
WSWA
942
Warren Street Wealth Advisors
California
$371K -$14.4K -135 -4%
QPWM
943
Quadrant Private Wealth Management
Pennsylvania
$370K +$64K +599 +21%
PWS
944
Paragon Wealth Strategies
Florida
$369K -$336K -3,142 -48%
VAF
945
Values Added Financial
District of Columbia
$364K +$365K +3,411 New
FIB
946
First Interstate Bank
Montana
$363K – – –
CFAM
947
Center For Asset Management
Florida
$360K -$91.6K -857 -20%
CAM
948
Cozad Asset Management
Illinois
$358K – – –
BAM
949
Belpointe Asset Management
Nevada
$358K -$2.18M -20,420 -86%
GIA
950
Gladstone Institutional Advisory
Florida
$354K -$74.1K -693 -17%
36 37
38
39 40