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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1226
Optimum Investment Advisors
Illinois
$320K – – –
IWP
1227
Innova Wealth Partners
Pennsylvania
$320K +$322K +3,000 New
RW
1228
Rockport Wealth
Ohio
$317K +$6.66K +62 +2%
IC
1229
IEQ Capital
California
$317K -$166K -1,542 -34%
BWM
1230
Bernard Wealth Management
Michigan
$317K +$320K +2,976 New
VIM
1231
Vista Investment Management
Pennsylvania
$317K – – –
HOWA
1232
Heritage Oak Wealth Advisors
Florida
$317K +$319K +2,972 New
WWP
1233
WR Wealth Planners
Missouri
$316K -$1.37M -12,767 -81%
VC
1234
Veracity Capital
Georgia
$314K -$70.4K -655 -18%
NLP
1235
Next Level Private
New York
$314K – – –
S
1236
Sachetta
Massachusetts
$312K -$107 -1 -0%
GWP
1237
Gateway Wealth Partners
Wisconsin
$310K +$6.23K +58 +2%
TNBTD
1238
Trustmark National Bank Trust Department
Mississippi
$310K – – –
FL
1239
FreeGulliver LLC
Louisiana
$309K +$42.8K +398 +16%
CGA
1240
Crescent Grove Advisors
Illinois
$307K -$12.4K -115 -4%
MAV
1241
Mason & Associates (Virginia)
Virginia
$306K +$309K +2,875 New
BP
1242
BBR Partners
New York
$306K – – –
CWP
1243
Concord Wealth Partners
Virginia
$305K -$10.9K -101 -3%
EF
1244
Envision Financial
Wisconsin
$304K +$307K +2,857 New
EW
1245
Evoke Wealth
California
$304K +$38.2K +356 +14%
EK
1246
Evensky & Katz
Florida
$304K +$26.5K +247 +9%
UIM
1247
Unified Investment Management
Georgia
$304K +$306K +2,850 New
FWM
1248
Fonville Wealth Management
Virginia
$303K +$91.2K +849 +42%
ITB
1249
Idaho Trust Bank
Idaho
$300K -$510K -4,745 -63%
BPWM
1250
Badgley Phelps Wealth Managers
Washington
$298K – – –
48 49
50
51 52