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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1326
Cushing Capital Partners
Wisconsin
$301K +$301K +2,807 New
TPWA
1327
TRUE Private Wealth Advisors
Oregon
$300K – – –
SFP
1328
Shepherd Financial Partners
Massachusetts
$300K -$6.42K -60 -2%
CWM
1329
Core Wealth Management
Florida
$298K +$298K +2,779 New
GW
1330
Graetz Wealth
Michigan
$297K +$297K +2,776 New
PCM
1331
Parsons Capital Management
Rhode Island
$297K – – –
5NPW
1332
55 North Private Wealth
Florida
$297K +$297K +2,772 New
AWM
1333
Aprio Wealth Management
Georgia
$297K +$321 +3 +0.1%
WN
1334
Williams & Novak
California
$297K +$297K +2,770 New
WIC
1335
Whitegate Investment Counselors
New Hampshire
$296K – – –
CSIA
1336
Conrad Siegel Investment Advisors
Pennsylvania
$296K – – –
SW
1337
StrongBox Wealth
Missouri
$296K – – –
AWP
1338
Axis Wealth Partners
Rhode Island
$294K +$7.82K +73 +3%
BWA
1339
Blodgett Wealth Advisors
California
$293K – – –
LF
1340
Lee Financial
Texas
$293K +$321 +3 +0.1%
LSIA
1341
LaSalle St. Investment Advisors
Illinois
$293K +$10.7K +100 +4%
O3W
1342
Omni 360 Wealth
New Jersey
$293K +$39.3K +367 +16%
GCM
1343
Gallacher Capital Management
Colorado
$292K -$4.5K -42 -2%
OWA
1344
Opal Wealth Advisors
New York
$292K +$292K +2,727 New
PAS
1345
PKS Advisory Services
New York
$292K -$77.8K -727 -21%
FIC
1346
Family Investment Center
Missouri
$292K – – –
WWMSC
1347
Wagner Wealth Management (South Carolina)
South Carolina
$291K -$1.28K -12 -0.4%
FAP
1348
Financial Advisory Partners
Florida
$291K +$291K +2,715 New
DWM
1349
Ducere Wealth Management
California
$289K +$289K +2,701 New
WH
1350
Whitcomb & Hess
Ohio
$287K -$1.71K -16 -0.6%
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