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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
1126
ETF Portfolio Partners
Kansas
$350K – – –
WT
1127
Washington Trust
Rhode Island
$349K – – –
VP
1128
Verum Partners
North Carolina
$348K +$2.37K +22 +0.7%
BFG
1129
Berger Financial Group
Minnesota
$347K +$344K +3,196 New
D
1130
Dentgroup
Louisiana
$343K +$65.6K +609 +24%
CAM
1131
Concorde Asset Management
Michigan
$342K -$29.7K -276 -8%
C
1132
Covestor
United Kingdom
$342K +$22.8K +212 +7%
SFG
1133
Sage Financial Group
Pennsylvania
$341K +$216 +2 +0.1%
SWP
1134
Strategic Wealth Partners
Ohio
$340K -$20.5K -190 -6%
BFA
1135
Bright Financial Advisors
Michigan
$340K – – –
HPC
1136
HM Payson & Co
Maine
$339K +$335K +3,113 +28,300%
BWM
1137
Boyd Wealth Management
California
$334K +$26.2K +243 +9%
CAP
1138
Columbia Advisory Partners
Washington
$330K +$85.3K +792 +35%
AWM
1139
Able Wealth Management
New Jersey
$329K -$225K -2,091 -41%
CGA
1140
Crescent Grove Advisors
Illinois
$326K – – –
OIA
1141
Optimum Investment Advisors
Illinois
$326K – – –
HGWM
1142
Horst & Graben Wealth Management
Oregon
$324K +$2.37K +22 +0.7%
CCA
1143
Conservest Capital Advisors
Pennsylvania
$324K – – –
WE
1144
Wealth Effects
Massachusetts
$323K – – –
VIM
1145
Vista Investment Management
Pennsylvania
$323K – – –
GWM
1146
Gibbs Wealth Management
Georgia
$322K +$114K +1,055 +55%
CWP
1147
Concord Wealth Partners
Virginia
$322K -$14.4K -134 -4%
NLP
1148
Next Level Private
New York
$320K – – –
S
1149
Sachetta
Massachusetts
$318K – – –
CA
1150
Cumberland Advisors
Florida
$316K +$1.08K +10 +0.3%
44 45
46
47 48