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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1326
Todd Asset Management
Kentucky
$236K – – –
MCIA
1327
Mountain Capital Investment Advisors
Colorado
$236K +$239K +2,223 New
BHWA
1328
Beacon Harbor Wealth Advisors
Virginia
$235K -$4.3K -40 -2%
FOA
1329
Five Oceans Advisors
California
$235K +$9.99K +93 +4%
TWCA
1330
Two West Capital Advisors
Kansas
$234K +$236K +2,197 New
CPG
1331
Cornerstone Planning Group
New Jersey
$232K +$56.3K +524 +32%
HA
1332
Hofer & Associates
California
$231K – – –
NA
1333
Novus Advisors
South Carolina
$231K +$233K +2,167 New
LCWP
1334
Legacy Capital Wealth Partners
Arkansas
$230K +$5.26K +49 +2%
O3W
1335
Omni 360 Wealth
New Jersey
$230K -$7.95K -74 -3%
OCM
1336
Orleans Capital Management
Louisiana
$229K – – –
KFGG
1337
Keystone Financial Group (Georgia)
Georgia
$228K +$230K +2,139 New
TWP
1338
Tempus Wealth Planning
California
$227K – – –
CT
1339
Coastline Trust
Rhode Island
$227K -$13.4K -125 -6%
MCA
1340
MSH Capital Advisors
Arizona
$227K – – –
SP
1341
Successful Portfolios
Florida
$225K -$24.2K -225 -10%
KSWA
1342
Kathleen S. Wright Associates
Pennsylvania
$224K -$322 -3 -0.1%
MPPLM
1343
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$224K -$158K -1,475 -41%
FCA
1344
Fortis Capital Advisors
Kansas
$223K – – –
AM
1345
Atwater Malick
Pennsylvania
$223K – – –
RPC
1346
Rossmore Private Capital
Connecticut
$223K -$572K -5,325 -72%
FCA
1347
FLC Capital Advisors
California
$222K -$12.7K -118 -5%
PW
1348
PUREfi Wealth
Massachusetts
$222K +$224K +2,084 New
PP
1349
Postrock Partners
Oregon
$221K +$223K +2,075 New
JAG
1350
Journey Advisory Group
Kentucky
$220K – – –
52 53
54
55 56