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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1076
TimeScale Financial
Massachusetts
$217K +$215K +2,014 New
MFT
1077
Moisand Fitzgerald Tamayo
Florida
$216K -$15.7K -147 -7%
CB
1078
Cadence Bank
Mississippi
$215K – – –
HWA
1079
HCR Wealth Advisors
California
$215K – – –
MPCL
1080
My Personal CFO LLC
Washington
$215K – – –
TWP
1081
Tempus Wealth Planning
California
$213K – – –
MA
1082
MONECO Advisors
Connecticut
$212K +$211K +1,971 New
RRA
1083
Round Rock Advisors
Connecticut
$212K -$53.9K -504 -20%
TNB
1084
Thomasville National Bank
Georgia
$212K – – –
RCG
1085
Regatta Capital Group
California
$211K – – –
RIS
1086
Retirement Income Solutions
Michigan
$210K +$208K +1,951 New
FCM
1087
Firestone Capital Management
Florida
$210K +$962 +9 +0.5%
EP
1088
Essential Planning
New Hampshire
$207K +$9.08K +85 +3%
HCM
1089
Howard Capital Management
Georgia
$204K +$202K +1,895 New
EFL
1090
ERn Financial LLC
Wisconsin
$204K -$43.3K -405 -18%
AWM
1091
AAF Wealth Management
Massachusetts
$204K +$202K +1,894 New
HA
1092
Hofer & Associates
California
$204K – – –
RWA
1093
Rooted Wealth Advisors
Illinois
$201K +$199K +1,865 New
DCBT
1094
Dakota Community Bank & Trust
North Dakota
$194K – – –
RP
1095
Rice Partnership
Hawaii
$190K – – –
VF
1096
VitalStone Financial
Texas
$188K -$179K -1,671 -51%
PP
1097
Pacifica Partners
Canada
$185K -$10.7K -100 -6%
RI
1098
Ridgewood Investments
New Jersey
$177K +$175K +1,642 New
UCB
1099
United Community Bank
South Carolina
$177K – – –
KSWA
1100
Kathleen S. Wright Associates
Pennsylvania
$176K -$8.55K -80 -5%
42 43
44
45 46