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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FSG
1001
Financial Strategies Group
Michigan
$240K +$240K +2,065 New
BF
1002
Brooklyn FI
New York
$239K +$239K +2,057 New
DWM
1003
Doyle Wealth Management
Florida
$237K -$9.29K -80 -4%
WMR
1004
Wealth Management Resources
Rhode Island
$237K +$236K +2,035 New
HA
1005
Hofer & Associates
California
$235K +$234K +2,018 New
FMWA
1006
Forvis Mazars Wealth Advisors
Missouri
$233K -$31.7K -273 -12%
WCG
1007
Weaver Consulting Group
California
$233K – – –
RCG
1008
Regatta Capital Group
California
$233K +$232K +2,000 New
FUBT
1009
First United Bank & Trust
Maryland
$231K -$25K -215 -10%
RTS
1010
Round Table Services
New Jersey
$231K -$1.74K -15 -0.8%
TWP
1011
Tempus Wealth Planning
California
$230K – – –
CIA
1012
Caerus Investment Advisors
Texas
$229K +$229K +1,971 New
TNB
1013
Thomasville National Bank
Georgia
$228K – – –
TP
1014
Tranquility Partners
Tennessee
$226K – – –
CA
1015
Crewe Advisors
Utah
$226K +$57.5K +495 +34%
BFWA
1016
Benchmark Financial Wealth Advisors
Florida
$226K +$225K +1,940 New
EIA
1017
Eldridge Investment Advisors
New Hampshire
$224K – – –
DSAM
1018
Dock Street Asset Management
Florida
$223K – – –
HAS
1019
Holland Advisory Services
Florida
$222K +$222K +1,912 New
SMC
1020
Smith, Moore & Co
Missouri
$221K -$25.3K -218 -10%
PGWM
1021
Parisi Gray Wealth Management
New Jersey
$219K -$4.41K -38 -2%
FCFC
1022
First Citizens Financial Corp
Iowa
$218K – – –
CWM
1023
Centric Wealth Management
Illinois
$217K -$27.5K -237 -11%
BCA
1024
Bay Colony Advisors
Massachusetts
$215K -$11.7K -101 -5%
XWM
1025
Xcel Wealth Management
Florida
$210K +$581 +5 +0.3%
39 40
41
42 43