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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWI
1051
Conscious Wealth Investments
Florida
$620K +$11.4K +106 +2%
NLP
1052
Next Level Private
New York
$616K +$297K +2,764 +91%
RWM
1053
Ritholtz Wealth Management
New York
$615K +$623K +5,798 New
RIP
1054
RAM Investment Partners
Washington
$609K +$215 +2 +0%
WWMP
1055
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$608K -$42.5K -395 -6%
SCM
1056
Seascape Capital Management
New Hampshire
$606K – – –
AAG
1057
Armstrong Advisory Group
Massachusetts
$603K -$165K -1,538 -21%
TPA
1058
Trivium Point Advisory
Connecticut
$601K -$26.3K -245 -4%
UFA
1059
Unify Financial Advisors
Florida
$598K +$21.5K +200 +4%
SRB
1060
Shotwell Rutter Baer
Michigan
$597K -$34.1K -317 -5%
EP
1061
EPIQ Partners
Minnesota
$594K +$242K +2,255 +68%
CG
1062
CFO4Life Group
Texas
$593K -$34.9K -325 -5%
SFWC
1063
Strategic Family Wealth Counselors
New Jersey
$587K +$108 +1 +0%
UFA
1064
Uptown Financial Advisors
Texas
$586K – – –
FFP
1065
Frisco Financial Planning
Texas
$586K +$209K +1,943 +54%
PCA
1066
Pallas Capital Advisors
Massachusetts
$585K – – –
APWM
1067
Argonautica Private Wealth Management
Massachusetts
$585K -$122K -1,131 -17%
FWIA
1068
Fort Washington Investment Advisors
Ohio
$584K +$591K +5,497 New
FWP
1069
Firethorn Wealth Partners
Georgia
$583K -$3.33K -31 -0.6%
CWMP
1070
Clarion Wealth Managment Partners
Virginia
$582K -$11.8K -110 -2%
WFA
1071
Wellspring Financial Advisors
Ohio
$581K -$135K -1,259 -19%
SWM
1072
Silverlake Wealth Management
Vermont
$580K +$588K +5,468 New
CCA
1073
Cadent Capital Advisors
Oklahoma
$578K +$3.01K +28 +0.5%
FSA
1074
Financial Sense Advisors
California
$577K -$149K -1,385 -20%
FA
1075
Fullerton Advisors
California
$577K +$46K +428 +9%
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43
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