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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1201
Amplius Wealth Advisors
Pennsylvania
$415K +$42.6K +398 +11%
TFA
1202
Transamerica Financial Advisors
Florida
$412K +$400K +3,744 +4,405%
RFP
1203
Root Financial Partners
California
$412K -$5.03K -47 -1%
PPC
1204
Park Place Capital
Alabama
$412K -$4.49K -42 -1%
FWWM
1205
Fiscal Wisdom Wealth Management
Connecticut
$411K +$29.4K +275 +8%
PIA
1206
Perennial Investment Advisors
California
$410K +$91.5K +856 +29%
BWMG
1207
Barnes Wealth Management Group
California
$409K +$7.91K +74 +2%
CA
1208
Clune & Associates
Illinois
$406K -$783K -7,325 -66%
DWS
1209
Discipline Wealth Solutions
South Carolina
$405K -$276K -2,583 -41%
WA
1210
WBH Advisory
Maryland
$405K +$48.9K +457 +14%
AWM
1211
Altus Wealth Management
Kentucky
$404K – – –
RMP
1212
Richards, Merrill & Peterson
Washington
$404K – – –
CF
1213
Convergence Financial
Missouri
$402K +$400K +3,740 New
VFG
1214
Valley Financial Group
Pennsylvania
$402K -$22.5K -210 -5%
AWA
1215
ARQ Wealth Advisors
Arizona
$402K +$406K +3,794 New
ALA
1216
Atlas Legacy Advisors
California
$401K -$69.5K -650 -15%
TBT
1217
Texas Bank & Trust
Texas
$400K +$128K +1,199 +48%
WAAG
1218
Wealth Alliance Advisory Group
Kansas
$400K – – –
EB
1219
Eastern Bank
Massachusetts
$400K -$43.4K -406 -10%
OC
1220
Oakworth Capital
Alabama
$399K +$89.6K +838 +29%
IAIM
1221
International Assets Investment Management
Florida
$399K – – –
UA
1222
URS Advisory
Florida
$398K +$9.41K +88 +2%
MPCG
1223
Matrix Private Capital Group
New York
$398K +$10.7K +100 +3%
SCA
1224
Sandy Cove Advisors
Massachusetts
$397K -$1.6K -15 -0.4%
SIC
1225
Sigma Investment Counselors
Michigan
$397K +$45.6K +426 +13%
47 48
49
50 51