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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1351
Crescent Grove Advisors
Illinois
$223K -$79.6K -766 -26%
O3W
1352
Omni 360 Wealth
New Jersey
$223K -$28.1K -270 -11%
GFP
1353
Gryphon Financial Partners
Ohio
$222K -$62.1K -597 -22%
TWP
1354
Tempus Wealth Planning
California
$222K – – –
WGC
1355
Watts Gwilliam & Co
Arizona
$222K -$73.4K -706 -25%
BWM
1356
Bernard Wealth Management
Michigan
$221K -$21K -202 -9%
GAMC
1357
Garner Asset Management Corp
Texas
$219K +$218K +2,100 New
AWM
1358
Apex Wealth Management
New Hampshire
$219K -$41K -394 -16%
DWM
1359
Defined Wealth Management
Oregon
$219K +$3.33K +32 +2%
AM
1360
Atwater Malick
Pennsylvania
$219K – – –
RPC
1361
Rossmore Private Capital
Connecticut
$218K – – –
SP
1362
Successful Portfolios
Florida
$218K -$2.6K -25 -1%
TBT
1363
Texas Bank & Trust
Texas
$217K +$216K +2,081 New
CBA
1364
Coastal Bridge Advisors
Connecticut
$217K +$208 +2 +0.1%
JAG
1365
Journey Advisory Group
Kentucky
$217K – – –
FCM
1366
Firestone Capital Management
Florida
$217K +$1.77K +17 +0.8%
PP
1367
Postrock Partners
Oregon
$217K – – –
RSWA
1368
Robinson Smith Wealth Advisors
Maine
$216K -$1.28M -12,290 -86%
OA
1369
Oceanside Advisors
South Carolina
$214K +$3.02K +29 +1%
PIA
1370
Perennial Investment Advisors
California
$213K -$111K -1,068 -34%
CAM
1371
Clark Asset Management
New Hampshire
$213K -$163K -1,566 -43%
LP
1372
LGL Partners
Pennsylvania
$213K -$66.7K -642 -24%
ANBT
1373
American National Bank & Trust
Texas
$211K +$210K +2,022 New
OFO
1374
OneAscent Family Office
Alabama
$210K -$54.2K -521 -21%
CTA
1375
Colonial Trust Advisors
South Carolina
$210K -$188K -1,808 -47%
53 54
55
56 57