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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1426
Patten & Patten
Tennessee
$229K -$48.7K -455 -18%
LW
1427
Linscomb Wealth
Texas
$228K +$24.2K +226 +12%
RF
1428
Rossby Financial
Florida
$227K +$18.7K +175 +9%
SPW
1429
Surience Private Wealth
Washington
$227K +$227K +2,122 New
SCM
1430
Stonehearth Capital Management
Massachusetts
$227K +$227K +2,116 New
ACA
1431
Affinity Capital Advisors
California
$226K – – –
FWMP
1432
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$226K – – –
WSWA
1433
Warren Street Wealth Advisors
California
$226K +$9.42K +88 +4%
CCA
1434
Carrera Capital Advisors
Michigan
$225K +$2.46K +23 +1%
PP
1435
Pacifica Partners
Canada
$225K – – –
AM
1436
Atwater Malick
Pennsylvania
$224K – – –
PP
1437
Postrock Partners
Oregon
$222K – – –
GIM
1438
Goelzer Investment Management
Indiana
$222K – – –
CCMG
1439
Clark Capital Management Group
Pennsylvania
$221K +$221K +2,066 New
DWA
1440
Delos Wealth Advisors
Texas
$221K – – –
LIA
1441
Lynx Investment Advisory
District of Columbia
$221K +$221K +2,064 New
USB
1442
Union Savings Bank
Connecticut
$221K +$221K +2,063 New
BHFP
1443
Blom & Howell Financial Planning
California
$218K +$218K +2,035 New
GSEP
1444
Golden State Equity Partners
California
$218K +$218K +2,034 New
DWM
1445
Defined Wealth Management
Oregon
$217K +$13.2K +123 +6%
OFO
1446
OneAscent Family Office
Alabama
$215K – – –
FMTC
1447
Farmers & Merchants Trust Company
California
$215K +$215K +2,007 New
V
1448
VeraBank
Texas
$214K – – –
PFS
1449
Prospect Financial Services
New York
$214K +$214K +2,000 New
AO
1450
Advisor OS
Illinois
$213K -$54.4K -508 -20%
56 57
58
59 60