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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Rialto Wealth Management
New York
$627K +$105 +1 +0%
BPWM
1002
Badgley Phelps Wealth Managers
Washington
$626K +$12.3K +118 +2%
SPI
1003
Sutton Place Investors
New York
$626K +$36.1K +345 +6%
JSA
1004
Jim Saulnier & Associates
Colorado
$622K +$4.92K +47 +0.8%
SA
1005
Stewardship Advisors
Pennsylvania
$619K +$274K +2,614 +82%
CWI
1006
Conscious Wealth Investments
Florida
$619K +$58.4K +558 +11%
LHC
1007
Little House Capital
Massachusetts
$617K +$24K +229 +4%
MCWS
1008
McKinley Carter Wealth Services
West Virginia
$610K -$580K -5,540 -49%
WMN
1009
Wealth Management Nebraska
Nebraska
$610K -$51.2K -489 -8%
HTC
1010
Haverford Trust Company
Pennsylvania
$607K – – –
TAM
1011
TCP Asset Management
Ohio
$599K -$137K -1,308 -19%
CA
1012
Continuum Advisory
Idaho
$599K -$23K -220 -4%
FCC
1013
Florin Court Capital
United Kingdom
$596K +$314K +3,000 +115%
CWMP
1014
Clarion Wealth Managment Partners
Virginia
$596K +$2.41K +23 +0.4%
CCFM
1015
Clear Creek Financial Management
Washington
$592K +$582K +5,562 New
AA
1016
ArborFi Advisors
Michigan
$590K +$104K +997 +22%
SCM
1017
Seascape Capital Management
New Hampshire
$589K +$20.9K +200 +4%
NB
1018
Nicolet Bankshares
Wisconsin
$589K -$52.4K -501 -8%
SFWC
1019
Strategic Family Wealth Counselors
New Jersey
$588K – – –
UFA
1020
Uptown Financial Advisors
Texas
$588K – – –
GWM
1021
Geneos Wealth Management
Colorado
$587K -$4.07M -38,890 -88%
BWM
1022
BankPlus Wealth Management
Mississippi
$584K +$4.29K +41 +0.8%
LWA
1023
LifeGoal Wealth Advisors
New York
$584K -$240K -2,289 -29%
FHC
1024
First Heartland Consultants
Missouri
$580K +$570K +5,447 New
AWA
1025
Alta Wealth Advisors
Massachusetts
$579K -$62.5K -597 -10%
39 40
41
42 43