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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1001
Nilsine Partners
Colorado
$738K -$203K -1,900 -22%
SSWM
1002
Sheets Smith Wealth Management
North Carolina
$737K -$97.5K -911 -12%
RA
1003
Ransom Advisory
Rhode Island
$733K +$733K +6,843 New
FSA
1004
Financial Sense Advisors
California
$731K +$10.4K +97 +1%
RPA
1005
Rock Point Advisors
Vermont
$730K -$13.4K -125 -2%
RTC
1006
Real Talk Capital
Tennessee
$729K -$6.96K -65 -0.9%
EFG
1007
Ehrlich Financial Group
California
$728K -$116K -1,080 -14%
MWM
1008
MorganRosel Wealth Management
Colorado
$726K -$10.1K -94 -1%
WFA
1009
Wellspring Financial Advisors
Ohio
$722K -$5.54M -51,735 -88%
AAS
1010
Annex Advisory Services
Wisconsin
$721K +$171K +1,593 +31%
KW
1011
Keyvantage Wealth
Pennsylvania
$718K -$7.92K -74 -1%
TWM
1012
Tradition Wealth Management
Minnesota
$714K +$157K +1,469 +28%
BF
1013
Bonfire Financial
Colorado
$714K +$19.8K +185 +3%
APWM
1014
Argonautica Private Wealth Management
Massachusetts
$712K – – –
DWS
1015
Discipline Wealth Solutions
South Carolina
$704K -$60K -560 -8%
SMC
1016
Smith, Moore & Co
Missouri
$704K +$4.6K +43 +0.7%
KL
1017
Keenan LLC
Massachusetts
$703K +$702K +6,559 New
AWM
1018
Act Wealth Management
Texas
$701K +$476K +4,444 +211%
VCM
1019
Vavra Capital Management
Pennsylvania
$698K +$698K +6,517 New
CWA
1020
Crux Wealth Advisors
California
$694K +$44.1K +412 +7%
LWA
1021
LifeGoal Wealth Advisors
New York
$692K +$104K +976 +18%
CPC
1022
Cadia Private Client
New Jersey
$691K +$691K +6,451 New
NS
1023
NBC Securities
Alabama
$691K -$141K -1,313 -17%
KBFS
1024
Kohmann Bosshard Financial Services
Ohio
$690K +$689K +6,438 New
EL
1025
EWA LLC
Pennsylvania
$683K +$253K +2,367 +59%
39 40
41
42 43