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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1151
Americana Partners
Texas
$250K – – –
LIM
1152
Leavell Investment Management
Alabama
$250K – – –
AI
1153
Auour Investments
Massachusetts
$249K +$10.4K +98 +4%
SP
1154
Successful Portfolios
Florida
$249K +$14.9K +140 +6%
WPW
1155
Warther Private Wealth
Ohio
$249K +$248K +2,333 New
GWANC
1156
Guardian Wealth Advisors (North Carolina)
North Carolina
$248K – – –
GWP
1157
Gateway Wealth Partners
Wisconsin
$247K -$25.7K -241 -9%
DWS
1158
Dynamic Wealth Strategies
California
$247K – – –
SIM
1159
Stratos Investment Management
Ohio
$247K +$3.73K +35 +2%
RFP
1160
Root Financial Partners
California
$245K +$245K +2,300 New
TCG
1161
Transcendent Capital Group
Oklahoma
$244K +$80.7K +758 +49%
AC
1162
Anson Capital
Georgia
$244K +$107 +1 +0%
FWM
1163
Focused Wealth Management
New York
$244K – – –
LA
1164
Legacy Advisors
Pennsylvania
$243K – – –
HWP
1165
Highline Wealth Partners
California
$242K +$1.17K +11 +0.5%
WFS
1166
WealthGarden F.S.
California
$242K +$242K +2,273 New
RWM
1167
Rockwood Wealth Management
Pennsylvania
$242K +$242K +2,272 New
SS
1168
Sunbelt Securities
Texas
$242K -$64.2K -603 -21%
MFA
1169
Millington Financial Advisors
Illinois
$241K +$23K +216 +11%
BHWA
1170
Beacon Harbor Wealth Advisors
Virginia
$240K – – –
CAP
1171
Columbia Advisory Partners
Washington
$239K +$26.4K +248 +12%
TDWM
1172
Topel & Distasi Wealth Management
California
$239K – – –
HA
1173
Hofer & Associates
California
$231K +$20K +188 +9%
GC
1174
Grimes & Company
Massachusetts
$231K +$231K +2,170 New
OAM
1175
Occidental Asset Management
California
$229K +$3.19K +30 +1%
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47
48 49