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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1051
Beacon Harbor Wealth Advisors
Virginia
$237K -$21.4K -200 -8%
GWANC
1052
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K – – –
SWM
1053
Sugarloaf Wealth Management
Georgia
$237K -$96.7K -905 -29%
AWM
1054
Act Wealth Management
Texas
$237K +$5.34K +50 +2%
BCM
1055
Boltwood Capital Management
California
$235K -$10.7K -100 -4%
SRC
1056
Shufro Rose & Co
New York
$234K +$235K +2,194 New
IWN
1057
Independent Wealth Network
Iowa
$233K +$8.02K +75 +4%
EWM
1058
EPG Wealth Management
Georgia
$233K +$214 +2 +0.1%
FCT
1059
First Community Trust
Iowa
$232K +$233K +2,178 New
WCWM
1060
Willow Creek Wealth Management
California
$232K – – –
OMIC
1061
Old Mission Investment Co
Michigan
$231K – – –
AFA
1062
Arlington Financial Advisors
California
$230K – – –
AT
1063
American Trust
Kentucky
$227K – – –
APWM
1064
Atlas Private Wealth Management
New York
$226K +$226K +2,114 New
AM
1065
Atwater Malick
Pennsylvania
$223K – – –
IP
1066
Intellectus Partners
California
$223K +$534 +5 +0.2%
BCA
1067
Bay Colony Advisors
Massachusetts
$222K -$36.1K -338 -14%
TBWA
1068
Three Bridge Wealth Advisors
California
$221K +$222K +2,073 New
SFG
1069
Sovereign Financial Group
Connecticut
$220K -$37.5K -351 -15%
WDG
1070
Wealth Dimensions Group
Ohio
$220K +$221K +2,064 New
TBC
1071
Ted Buchan & Co
California
$220K +$214 +2 +0.1%
RHP
1072
Royal Harbor Partners
Texas
$220K – – –
FVWA
1073
Foster Victor Wealth Advisors
South Carolina
$219K -$149K -1,394 -40%
SFP
1074
Strategic Financial Planning
Texas
$219K -$6.84K -64 -3%
CAM
1075
Concorde Asset Management
Michigan
$219K +$219K +2,053 New
41 42
43
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