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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
SVRN Asset Management
Texas
– -$209K -1,948 Closed
AI
1702
Auour Investments
Massachusetts
– -$207K -1,931 Closed
ITB
1703
Idaho Trust Bank
Idaho
– -$207K -1,930 Closed
QWM
1704
QP Wealth Management
New Jersey
– -$206K -1,920 Closed
MFA
1705
Millington Financial Advisors
Illinois
– -$206K -1,917 Closed
TPI
1706
Trust Point Inc
Wisconsin
– -$203K -1,897 Closed
LFP
1707
Lakeshore Financial Planning
Michigan
– -$203K -1,892 Closed
CWP
1708
Concord Wealth Partners
Virginia
– -$81.7K -763 Closed
AWA
1709
American Wealth Advisors
Georgia
– -$67K -625 Closed
RWM
1710
Raffa Wealth Management
District of Columbia
– -$62K -579 Closed
IWM
1711
Inlight Wealth Management
Georgia
– -$47.7K -445 Closed
CWA
1712
Carolina Wealth Advisors
South Carolina
– -$28.4K -265 Closed
TPBG
1713
Turning Point Benefit Group
Maryland
– -$23.4K -218 Closed
EWM
1714
Evolution Wealth Management
Florida
– -$23K -215 Closed
BWA
1715
Basecamp Wealth Advisors
Washington
– -$21.1K -197 Closed
IIM
1716
IFC & Insurance Marketing
California
– -$20K -185 Closed
SC
1717
Swan Capital
Florida
– -$16.5K -154 Closed
OC
1718
Optima Capital
Oregon
– -$11.4K -106 Closed
PRAG
1719
Portfolio Resources Advisor Group
Florida
– -$9.64K -90 Closed
SC
1720
Steph & Co
Wisconsin
– -$6.96K -65 Closed
SRCM
1721
Signature Resources Capital Management
California
– -$6.32K -59 Closed
CA
1722
Centerpoint Advisors
Massachusetts
– -$5K -47 Closed
WWA
1723
Wealth Watch Advisors
Colorado
– -$4.39K -41 Closed
VWWMG
1724
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.28K -40 Closed
SFC
1725
SYM Financial Corp
Indiana
– -$2.68K -25 Closed
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