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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1201
Exchange Traded Concepts
Oklahoma
$254K +$252K +2,340 New
SP
1202
Successful Portfolios
Florida
$254K – – –
WPW
1203
Warther Private Wealth
Ohio
$253K – – –
MIM
1204
Macroview Investment Management
Maryland
$253K -$4.42K -41 -2%
GWANC
1205
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K +$108 +1 +0%
SWM
1206
Sugarloaf Wealth Management
Georgia
$252K -$13.5K -125 -5%
WWM
1207
Wolff Wiese Magana
California
$251K -$9.91K -92 -4%
KV
1208
Kickstand Ventures
New York
$250K +$248K +2,305 New
GF
1209
Gries Financial
Ohio
$250K +$248K +2,300 New
AC
1210
Anson Capital
Georgia
$249K – – –
FWM
1211
Focused Wealth Management
New York
$249K – – –
SS
1212
Sunbelt Securities
Texas
$249K +$2.26K +21 +0.9%
OPPS
1213
Obsidian Personal Planning Solutions
Maryland
$247K -$10K -93 -4%
CT
1214
Coastline Trust
Rhode Island
$245K +$243K +2,252 New
BHWA
1215
Beacon Harbor Wealth Advisors
Virginia
$244K – – –
AWP
1216
Accretive Wealth Partners
New Jersey
$243K -$26.6K -247 -10%
TDWM
1217
Topel & Distasi Wealth Management
California
$243K – – –
O3W
1218
Omni 360 Wealth
New Jersey
$242K +$22K +204 +10%
KCM
1219
Kanawha Capital Management
Virginia
$242K +$240K +2,227 New
TAM
1220
Todd Asset Management
Kentucky
$241K -$65.7K -610 -22%
FCA
1221
FLC Capital Advisors
California
$239K -$27.4K -254 -10%
HA
1222
Hofer & Associates
California
$236K – – –
BCM
1223
Boltwood Capital Management
California
$234K +$232K +2,150 New
OCM
1224
Orleans Capital Management
Louisiana
$234K +$232K +2,150 New
TWP
1225
Tempus Wealth Planning
California
$231K +$15.9K +148 +7%
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49
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