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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1351
Journey Advisory Group
Kentucky
$221K – – –
PP
1352
Postrock Partners
Oregon
$221K – – –
GIM
1353
Goelzer Investment Management
Indiana
$220K +$217K +2,069 New
DWA
1354
Delos Wealth Advisors
Texas
$220K +$216K +2,065 New
FA
1355
Fiducient Advisors
Illinois
$220K +$216K +2,064 New
SFG
1356
Sovereign Financial Group
Connecticut
$220K +$216K +2,064 New
EWM
1357
Evercore Wealth Management
New York
$220K -$234K -2,234 -52%
ICP
1358
Impact Capital Partners
Colorado
$220K +$14.5K +139 +7%
SPA
1359
Sentinel Pension Advisors
Massachusetts
$220K +$216K +2,062 New
CIAS
1360
Capital Investment Advisory Services
North Carolina
$219K +$11.2K +107 +6%
WSWA
1361
Warren Street Wealth Advisors
California
$216K -$26.9K -257 -11%
ANBT
1362
American National Bank & Trust
Texas
$215K – – –
WWM
1363
Wolff Wiese Magana
California
$215K -$20.1K -192 -9%
MA
1364
MONECO Advisors
Connecticut
$215K +$211K +2,020 New
OFO
1365
OneAscent Family Office
Alabama
$214K – – –
ACP
1366
Argyle Capital Partners
California
$213K +$210K +2,003 New
V
1367
VeraBank
Texas
$213K -$170K -1,621 -45%
CMI
1368
Clare Market Investments
Texas
$213K +$209K +2,000 New
EP
1369
EPIQ Partners
Minnesota
$213K +$209K +2,000 New
BW
1370
Blalock Williams
Alabama
$210K +$206K +1,969 New
LFP
1371
Lakeshore Financial Planning
Michigan
$209K -$21.1K -202 -9%
FFL
1372
Financial Freedom LLC
Ohio
$209K -$311K -2,969 -60%
KWM
1373
KFG Wealth Management
Indiana
$208K -$38.5K -368 -16%
CM
1374
Columbus Macro
Pennsylvania
$208K -$105 -1 -0.1%
PWM
1375
Partners Wealth Management
California
$208K -$66.2K -633 -24%
53 54
55
56 57