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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1351
Goelzer Investment Management
Indiana
$220K +$217K +2,069 New
DWA
1352
Delos Wealth Advisors
Texas
$220K +$216K +2,065 New
FA
1353
Fiducient Advisors
Illinois
$220K +$216K +2,064 New
SFG
1354
Sovereign Financial Group
Connecticut
$220K +$216K +2,064 New
EWM
1355
Evercore Wealth Management
New York
$220K -$234K -2,234 -52%
ICP
1356
Impact Capital Partners
Colorado
$220K +$14.5K +139 +7%
SPA
1357
Sentinel Pension Advisors
Massachusetts
$220K +$216K +2,062 New
CIAS
1358
Capital Investment Advisory Services
North Carolina
$219K +$11.2K +107 +6%
WSWA
1359
Warren Street Wealth Advisors
California
$216K -$26.9K -257 -11%
ANBT
1360
American National Bank & Trust
Texas
$215K – – –
WWM
1361
Wolff Wiese Magana
California
$215K -$20.1K -192 -9%
MA
1362
MONECO Advisors
Connecticut
$215K +$211K +2,020 New
OFO
1363
OneAscent Family Office
Alabama
$214K – – –
ACP
1364
Argyle Capital Partners
California
$213K +$210K +2,003 New
V
1365
VeraBank
Texas
$213K -$170K -1,621 -45%
CMI
1366
Clare Market Investments
Texas
$213K +$209K +2,000 New
EP
1367
EPIQ Partners
Minnesota
$213K +$209K +2,000 New
BW
1368
Blalock Williams
Alabama
$210K +$206K +1,969 New
LFP
1369
Lakeshore Financial Planning
Michigan
$209K -$21.1K -202 -9%
FFL
1370
Financial Freedom LLC
Ohio
$209K -$311K -2,969 -60%
KWM
1371
KFG Wealth Management
Indiana
$208K -$38.5K -368 -16%
CM
1372
Columbus Macro
Pennsylvania
$208K -$105 -1 -0.1%
PWM
1373
Partners Wealth Management
California
$208K -$66.2K -633 -24%
RRWA
1374
Rainey & Randall Wealth Advisors
Florida
$208K +$1.67K +16 +0.8%
RF
1375
Rossby Financial
Florida
$207K +$14.5K +139 +8%
53 54
55
56 57