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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
951
Columbia Advisory Partners
Washington
$265K -$216K -2,028 -45%
LWP
952
Laurel Wealth Planning
Minnesota
$265K +$14.6K +137 +6%
I
953
IMPACTfolio
Colorado
$263K -$5.95M -55,725 -96%
EF
954
Exeter Financial
Arizona
$261K – – –
DIP
955
DT Investment Partners
Pennsylvania
$260K -$13.3M -125,080 -98%
RK
956
Rather & Kittrell
Tennessee
$260K -$7.68K -72 -3%
CWM
957
Cahill Wealth Management
Michigan
$260K +$261K +2,446 New
FWM
958
FSA Wealth Management
Massachusetts
$259K -$330K -3,088 -56%
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$259K -$172K -1,611 -40%
OWM
960
OneAscent Wealth Management
Alabama
$259K – – –
SVCP
961
Silicon Valley Capital Partners
California
$259K +$534 +5 +0.2%
WSWA
962
Warren Street Wealth Advisors
California
$259K +$55.4K +519 +27%
SPFA
963
Summit Place Financial Advisors
New Jersey
$258K -$2.21M -20,725 -90%
SNB
964
Security National Bank
Nebraska
$258K – – –
RWM
965
Ritholtz Wealth Management
New York
$255K -$1.99M -18,623 -89%
OLA
966
Oliver Luxxe Assets
New Jersey
$255K – – –
ACI
967
Alpha Cubed Investments
California
$250K -$373K -3,492 -60%
GWCM
968
Godshalk Welsh Capital Management
Pennsylvania
$250K – – –
KA
969
Kovack Advisors
Florida
$249K -$181K -1,696 -42%
FM
970
Family Management
New York
$249K +$250K +2,340 New
CAG
971
Curtis Advisory Group
California
$249K +$250K +2,343 New
CWS
972
Confluence Wealth Services
Pennsylvania
$248K +$246K +2,303 New
RWA
973
River Wealth Advisors
Pennsylvania
$247K -$90.8K -851 -27%
APW
974
Aurora Private Wealth
New Jersey
$247K -$27K -253 -10%
TRIA
975
Trail Ridge Investment Advisors
Colorado
$247K +$248K +2,326 New
37 38
39
40 41