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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1226
Oder Investment Management
California
$209K +$209K +1,940 New
FF
1227
Financial Futures
New Jersey
$209K +$209K +1,939 New
RWM
1228
RKL Wealth Management
Pennsylvania
$208K -$14.7K -136 -7%
O3W
1229
Omni 360 Wealth
New Jersey
$205K -$23.7K -220 -10%
CSIA
1230
Conrad Siegel Investment Advisors
Pennsylvania
$205K -$414K -3,841 -67%
RBC
1231
Rye Brook Capital
Connecticut
$204K – – –
RPGK
1232
Retirement Planning Group (Kansas)
Kansas
$204K +$204K +1,893 New
XWM
1233
Xcel Wealth Management
Florida
$204K +$204K +1,892 New
LA
1234
Latitude Advisors
Florida
$204K +$204K +1,891 New
DWM
1235
Dopkins Wealth Management
New York
$203K +$204K +1,890 New
S
1236
Sunpointe
Missouri
$203K -$40K -371 -16%
EF
1237
Exeter Financial
Arizona
$202K – – –
BJL
1238
Brighton Jones LLC
Washington
$202K -$3.56K -33 -2%
RRWA
1239
Rainey & Randall Wealth Advisors
Florida
$200K +$971 +9 +0.5%
MFT
1240
Moisand Fitzgerald Tamayo
Florida
$186K – – –
MFC
1241
Morris Financial Concepts
South Carolina
$186K +$12.4K +115 +7%
CT
1242
Clearstead Trust
Maine
$169K – – –
TCOV
1243
Trust Company of Vermont
Vermont
$169K +$170K +1,573 New
GWSG
1244
GPS Wealth Strategies Group
Colorado
$168K +$146K +1,353 +663%
CWC
1245
Carolinas Wealth Consulting
North Carolina
$167K +$5.39K +50 +3%
PP
1246
Pacifica Partners
Canada
$165K -$16.2K -150 -9%
TCG
1247
Transcendent Capital Group
Oklahoma
$165K +$2.16K +20 +1%
CSWM
1248
Cassady Schiller Wealth Management
Ohio
$165K – – –
PAM
1249
Palisade Asset Management
Minnesota
$163K +$163K +1,511 New
KFS
1250
Kelly Financial Services
Massachusetts
$160K -$119K -1,104 -43%
48 49
50
51 52