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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1351
Holistic Financial Partners
Indiana
$206K +$208K +1,958 New
OIM
1352
Oder Investment Management
California
$206K +$213 +2 +0.1%
RF
1353
Rossby Financial
Florida
$206K +$8.93K +84 +4%
NAS
1354
NWF Advisory Services
California
$206K +$208K +1,953 New
TWA
1355
TCI Wealth Advisors
Arizona
$206K -$10.5K -99 -5%
RWM
1356
RKL Wealth Management
Pennsylvania
$205K +$1.06K +10 +0.5%
SL
1357
Sentinus LLC
Illinois
$205K -$3.94K -37 -2%
SCM
1358
Stonehearth Capital Management
Massachusetts
$204K +$206K +1,938 New
TDWM
1359
Topel & Distasi Wealth Management
California
$204K -$32.5K -306 -14%
NIWA
1360
New Insight Wealth Advisors
California
$204K -$5.74K -54 -3%
RRWA
1361
Rainey & Randall Wealth Advisors
Florida
$202K +$1.06K +10 +0.5%
MPPLM
1362
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$200K -$21.4K -201 -10%
CIA
1363
Cape Investment Advisory
Georgia
$196K +$64.6K +607 +49%
CT
1364
Coastline Trust
Rhode Island
$191K -$33.6K -316 -15%
MFT
1365
Moisand Fitzgerald Tamayo
Florida
$177K – – –
BWL
1366
Bogart Wealth LLC
Virginia
$177K – – –
RTL
1367
Red Tortoise LLC
Georgia
$169K +$142K +1,335 +504%
CT
1368
Clearstead Trust
Maine
$166K – – –
RJA
1369
Ross\Johnson & Associates
Minnesota
$163K – – –
UB
1370
UMB Bank
Missouri
$159K -$20.7K -195 -11%
SOS
1371
Silver Oak Securities
Tennessee
$156K +$158K +1,485 New
SMA
1372
Sage Mountain Advisors
Georgia
$152K +$153K +1,441 New
LC
1373
Lindbrook Capital
California
$148K – – –
RFS
1374
Richardson Financial Services
Massachusetts
$144K +$39.7K +373 +37%
BIG
1375
Brooklyn Investment Group
New York
$139K +$15K +141 +12%
53 54
55
56 57