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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1051
PGIM Custom Harvest
New Jersey
$240K +$238K +2,229 New
GWANC
1052
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K – – –
DT
1053
Diversified Trust
Tennessee
$235K +$233K +2,181 New
EWM
1054
EPG Wealth Management
Georgia
$235K +$201K +1,877 +622%
WCWM
1055
Willow Creek Wealth Management
California
$235K – – –
AWM
1056
Act Wealth Management
Texas
$233K +$4.38K +41 +2%
OMIC
1057
Old Mission Investment Co
Michigan
$233K -$26.7K -250 -10%
WP
1058
WealthPLAN Partners
Nebraska
$233K -$60.3K -564 -21%
VCM
1059
Verde Capital Management
Michigan
$232K +$13.1K +123 +6%
AFA
1060
Arlington Financial Advisors
California
$232K +$230K +2,155 New
OLA
1061
Oliver Luxxe Assets
New Jersey
$232K – – –
SFP
1062
Strategic Financial Planning
Texas
$228K – – –
IWN
1063
Independent Wealth Network
Iowa
$227K +$225K +2,109 New
GBWM
1064
Granite Bay Wealth Management
New Hampshire
$226K – – –
AM
1065
Atwater Malick
Pennsylvania
$226K – – –
DCM
1066
DGS Capital Management
New Jersey
$225K – – –
IP
1067
Intellectus Partners
California
$224K +$321 +3 +0.1%
BWP
1068
Balboa Wealth Partners
Arizona
$224K – – –
RHP
1069
Royal Harbor Partners
Texas
$222K – – –
TBC
1070
Ted Buchan & Co
California
$222K -$29.3K -274 -12%
LCGC
1071
Legacy Capital Group California
California
$221K +$219K +2,049 New
AI
1072
Arrien Investments
Idaho
$220K +$218K +2,044 New
FWM
1073
FFT Wealth Management
Pennsylvania
$219K +$107 +1 +0%
IAG
1074
Investment Advisory Group
Massachusetts
$219K -$58.8K -550 -21%
VCM
1075
Vivaldi Capital Management
Illinois
$218K -$41.7K -390 -16%
41 42
43
44 45