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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
351
Valmark Advisers
Ohio
$5.84M +$687K +6,369 +13%
HCC
352
Hirtle Callaghan & Co
Pennsylvania
$5.82M -$5.82M -53,915 Closed
CWM
353
Connecticut Wealth Management
Connecticut
$5.68M -$950K -8,806 -14%
LL
354
LPWM LLC
Minnesota
$5.67M +$77.8K +721 +1%
FLA
355
Financial Life Advisors
Texas
$5.62M -$235K -2,179 -4%
NC
356
NewSquare Capital
Pennsylvania
$5.61M +$92.3K +855 +2%
PSCM
357
Per Stirling Capital Management
Texas
$5.59M – – –
GHA
358
Granite Harbor Advisors
Texas
$5.57M +$143K +1,324 +3%
MWA
359
Motive Wealth Advisors
Michigan
$5.54M +$1.44M +13,322 +35%
PWP
360
Precedent Wealth Partners
Texas
$5.49M +$5.51M +51,040 New
GGS
361
Galvin Gaustad & Stein
Arizona
$5.49M +$291K +2,698 +6%
AWP
362
Avid Wealth Partners
Texas
$5.46M +$3.08M +28,553 +129%
CFS
363
Cannon Financial Strategists
Georgia
$5.44M +$40.3K +373 +0.7%
IWP
364
Invenio Wealth Partners
Florida
$5.43M +$777K +7,199 +17%
PIMG
365
Patriot Investment Management Group
Tennessee
$5.4M -$362K -3,351 -6%
FWA
366
FSM Wealth Advisors
Ohio
$5.4M +$1.26M +11,722 +30%
FCIM
367
Fairview Capital Investment Management
California
$5.4M +$4.04M +37,450 +295%
T
368
TNF
Montana
$5.39M +$355K +3,294 +7%
MAM
369
Meeder Asset Management
Ohio
$5.36M +$327K +3,033 +6%
AIM
370
Acropolis Investment Management
Missouri
$5.36M -$20.5K -190 -0.4%
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
$5.35M +$328K +3,041 +7%
BFO
372
Biltmore Family Office
North Carolina
$5.3M +$1.32M +12,271 +33%
VAG
373
Vannoy Advisory Group
Texas
$5.19M +$44.4K +411 +0.9%
CFMC
374
Curbstone Financial Management Corp
New Hampshire
$5.15M – – –
TIA
375
Traphagen Investment Advisors
New Jersey
$5.12M -$1.34M -12,422 -21%
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