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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1201
Fortis Capital Advisors
Kansas
$214K +$214K +2,010 New
TF
1202
Tenon Financial
New Jersey
$214K +$214K +2,009 New
AFM
1203
Armstrong Fleming & Moore
District of Columbia
$213K – – –
EW
1204
Evoke Wealth
California
$213K -$107K -1,000 -33%
RCG
1205
Regatta Capital Group
California
$213K – – –
RMDI
1206
R.M. Davis Inc
Maine
$213K +$213K +2,000 New
MOS
1207
MGO One Seven
Ohio
$212K +$212K +1,991 New
FWM
1208
Fonville Wealth Management
Virginia
$212K -$22K -207 -9%
TWP
1209
Tempus Wealth Planning
California
$211K – – –
LFG
1210
Larson Financial Group
Missouri
$210K +$196K +1,840 +1,426%
TA
1211
TrueWealth Advisors
Alabama
$208K +$208K +1,954 New
CCFM
1212
Clear Creek Financial Management
Washington
$208K -$122K -1,142 -37%
LA
1213
LexAurum Advisors
Kansas
$208K +$207K +1,947 New
RWM
1214
RKL Wealth Management
Pennsylvania
$207K +$1.49K +14 +0.7%
OIM
1215
Oder Investment Management
California
$207K +$426 +4 +0.2%
GWM
1216
Gibbs Wealth Management
Georgia
$204K +$204K +1,913 New
RBC
1217
Rye Brook Capital
Connecticut
$202K – – –
BW
1218
Basepoint Wealth
Iowa
$202K -$26.9K -253 -12%
XWM
1219
Xcel Wealth Management
Florida
$202K – – –
EF
1220
Exeter Financial
Arizona
$201K – – –
IW
1221
Instrumental Wealth
Florida
$201K +$200K +1,877 New
LIA
1222
Lynx Investment Advisory
District of Columbia
$196K +$196K +1,844 New
MFT
1223
Moisand Fitzgerald Tamayo
Florida
$179K -$5.11K -48 -3%
CPG
1224
Cornerstone Planning Group
New Jersey
$177K -$56.7K -532 -25%
FF
1225
Friedenthal Financial
New Jersey
$170K +$33.1K +311 +24%
47 48
49
50 51