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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1001
CFO4Life Group
Texas
$618K – – –
RWM
1002
Rialto Wealth Management
New York
$615K +$17.1K +164 +3%
RIP
1003
RAM Investment Partners
Washington
$611K -$208 -2 -0%
I
1004
INVST
Indiana
$611K +$99.4K +956 +20%
CA
1005
Continuum Advisory
Idaho
$610K -$169K -1,623 -22%
EWA
1006
Elevate Wealth Advisory
Georgia
$608K +$2.6K +25 +0.4%
JSA
1007
Jim Saulnier & Associates
Colorado
$605K +$6.13K +59 +1%
BWP
1008
BlueStem Wealth Partners
Minnesota
$605K +$124K +1,195 +26%
CWM
1009
Certus Wealth Management
California
$604K -$414K -3,980 -41%
1WM
1010
1900 Wealth Management
Texas
$602K -$36.1K -347 -6%
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$602K +$179K +1,720 +43%
FWP
1012
Falcon Wealth Planning
California
$597K +$285K +2,739 +92%
HTC
1013
Haverford Trust Company
Pennsylvania
$596K +$19.2K +185 +3%
OWP
1014
ORG Wealth Partners
Texas
$594K -$706K -6,792 -54%
MGIA
1015
Moneta Group Investment Advisors
Missouri
$590K +$158K +1,515 +37%
TWM
1016
TSA Wealth Management
Texas
$589K -$232K -2,232 -28%
SIA
1017
Soltis Investment Advisors
Utah
$584K -$68.3K -657 -11%
WFA
1018
West Financial Advisors
Iowa
$583K -$126K -1,213 -18%
CWMP
1019
Clarion Wealth Managment Partners
Virginia
$582K +$579K +5,570 New
LHC
1020
Little House Capital
Massachusetts
$581K +$12.2K +117 +2%
CWA
1021
Crux Wealth Advisors
California
$581K +$135K +1,301 +31%
SPI
1022
Sutton Place Investors
New York
$578K +$165K +1,585 +40%
SFWC
1023
Strategic Family Wealth Counselors
New Jersey
$577K +$104 +1 +0%
UFA
1024
Uptown Financial Advisors
Texas
$577K – – –
CWM
1025
Calamos Wealth Management
Illinois
$570K -$491K -4,723 -46%
39 40
41
42 43