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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1151
World Investment Advisors
California
$264K -$1.94M -17,951 -88%
KFGK
1152
Keystone Financial Group (Kentucky)
Kentucky
$260K +$261K +2,418 New
CFG
1153
Clayton Financial Group
Missouri
$258K +$259K +2,399 New
FA
1154
Flagstar Advisors
New York
$257K +$49.3K +457 +24%
OPPS
1155
Obsidian Personal Planning Solutions
Maryland
$256K – – –
LIM
1156
Leavell Investment Management
Alabama
$253K -$34.2K -317 -12%
AP
1157
Americana Partners
Texas
$253K – – –
IC
1158
IEQ Capital
California
$252K +$253K +2,346 New
NCM
1159
Northland Capital Management
Minnesota
$252K – – –
GWANC
1160
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K +$108 +1 +0%
CCMG
1161
Clark Capital Management Group
Pennsylvania
$250K -$6.72M -62,283 -96%
FFA
1162
Florida Financial Advisors
Florida
$250K +$29.2K +271 +13%
DWS
1163
Dynamic Wealth Strategies
California
$250K -$441K -4,083 -64%
VFA
1164
Valeo Financial Advisors
Indiana
$249K +$20.5K +190 +9%
CAI
1165
Capital Advisors Inc
Oklahoma
$249K +$249K +2,310 New
AC
1166
Anson Capital
Georgia
$246K +$247K +2,291 New
FWM
1167
Focused Wealth Management
New York
$246K +$247K +2,290 New
SIM
1168
Stratos Investment Management
Ohio
$246K -$177K -1,639 -42%
LA
1169
Legacy Advisors
Pennsylvania
$245K +$15.2K +141 +7%
FWM
1170
FSA Wealth Management
Massachusetts
$244K -$4.64K -43 -2%
HWP
1171
Highline Wealth Partners
California
$244K +$863 +8 +0.4%
BHWA
1172
Beacon Harbor Wealth Advisors
Virginia
$242K +$2.91K +27 +1%
LWM
1173
LongView Wealth Management
Georgia
$241K -$93.6K -867 -28%
AI
1174
Auour Investments
Massachusetts
$241K -$16.8K -156 -7%
TDWM
1175
Topel & Distasi Wealth Management
California
$241K – – –
45 46
47
48 49