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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1051
Family Asset Management
South Carolina
$254K +$251K +2,409 New
RF
1052
RHS Financial
California
$253K -$31.2K -299 -11%
SFG
1053
Sovereign Financial Group
Connecticut
$251K +$248K +2,376 New
TBC
1054
Ted Buchan & Co
California
$246K +$243K +2,332 New
EFL
1055
ERn Financial LLC
Wisconsin
$243K -$18.7K -179 -7%
ATPW
1056
Ashton Thomas Private Wealth
Arizona
$241K -$38.4K -368 -14%
BCM
1057
Boltwood Capital Management
California
$239K -$26.1K -250 -10%
WT
1058
Washington Trust
Rhode Island
$237K – – –
EP
1059
Essential Planning
New Hampshire
$237K +$260K +2,499 New
TDWM
1060
Topel & Distasi Wealth Management
California
$236K – – –
LL
1061
LWMG LLC
Minnesota
$235K +$232K +2,223 New
GWANC
1062
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K – – –
NCM
1063
Northland Capital Management
Minnesota
$233K +$16.7K +160 +8%
DC
1064
DeDora Capital
California
$233K +$10.1K +97 +5%
MC
1065
Moors & Cabot
Massachusetts
$231K -$234K -2,247 -51%
WCWM
1066
Willow Creek Wealth Management
California
$230K +$227K +2,177 New
FNBT
1067
FineMark National Bank & Trust
Florida
$229K +$226K +2,170 New
VNIM
1068
Vaughan Nelson Investment Management
Texas
$228K -$4.69K -45 -2%
MFT
1069
Moisand Fitzgerald Tamayo
Florida
$227K -$26.2K -251 -10%
OLA
1070
Oliver Luxxe Assets
New Jersey
$227K – – –
BO
1071
Bank OZK
Arkansas
$226K +$18.6K +178 +9%
FPW
1072
Flagship Private Wealth
Massachusetts
$225K -$164K -1,577 -42%
AWM
1073
Act Wealth Management
Texas
$224K -$11.8K -113 -5%
SFP
1074
Strategic Financial Planning
Texas
$224K +$221K +2,120 New
GBWM
1075
Granite Bay Wealth Management
New Hampshire
$222K -$52.1K -500 -19%
41 42
43
44 45