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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1701
Trust Point Inc
Wisconsin
– -$203K -1,897 Closed
LFP
1702
Lakeshore Financial Planning
Michigan
– -$203K -1,892 Closed
CWP
1703
Concord Wealth Partners
Virginia
– -$81.7K -763 Closed
AWA
1704
American Wealth Advisors
Georgia
– -$67K -625 Closed
RWM
1705
Raffa Wealth Management
District of Columbia
– -$62K -579 Closed
IWM
1706
Inlight Wealth Management
Georgia
– -$47.7K -445 Closed
CWA
1707
Carolina Wealth Advisors
South Carolina
– -$28.4K -265 Closed
TPBG
1708
Turning Point Benefit Group
Maryland
– -$23.4K -218 Closed
EWM
1709
Evolution Wealth Management
Florida
– -$23K -215 Closed
BWA
1710
Basecamp Wealth Advisors
Washington
– -$21.1K -197 Closed
IIM
1711
IFC & Insurance Marketing
California
– -$20K -185 Closed
SC
1712
Swan Capital
Florida
– -$16.5K -154 Closed
OC
1713
Optima Capital
Oregon
– -$11.4K -106 Closed
PRAG
1714
Portfolio Resources Advisor Group
Florida
– -$9.64K -90 Closed
SC
1715
Steph & Co
Wisconsin
– -$6.96K -65 Closed
SRCM
1716
Signature Resources Capital Management
California
– -$6.32K -59 Closed
CA
1717
Centerpoint Advisors
Massachusetts
– -$5K -47 Closed
WWA
1718
Wealth Watch Advisors
Colorado
– -$4.39K -41 Closed
VWWMG
1719
Vermillion & White Wealth Management Group
Pennsylvania
– -$4.28K -40 Closed
SFC
1720
SYM Financial Corp
Indiana
– -$2.68K -25 Closed
AUB
1721
Atlantic Union Bankshares
Virginia
– -$1.39K -13 Closed
KG
1722
Kilter Group
New York
– -$1.18K -11 Closed
CFS
1723
Compass Financial Services
Iowa
– -$656 -6 Closed
RG
1724
RHL Group
Michigan
– -$321 -3 Closed
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