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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
476
FC Advisory
Pennsylvania
$2.02M +$223K +1,921 +12%
PCP
477
Proficio Capital Partners
Massachusetts
$2.02M – – –
FWA
478
FOCUS Wealth Advisors
Texas
$2.01M – – –
SA
479
Sunesis Advisors
Kansas
$2.01M – – –
CWA
480
Consilio Wealth Advisors
Washington
$2M +$2M +17,242 New
SCP
481
Stamos Capital Partners
California
$2M +$2M +17,200 New
MFS
482
McNamara Financial Services
Massachusetts
$2M +$226K +1,950 +13%
HIF
483
Hill Island Financial
Michigan
$1.99M +$1.99M +17,112 New
CFA
484
Cahill Financial Advisors
Minnesota
$1.99M +$11.1K +96 +0.6%
ST
485
Spinnaker Trust
Maine
$1.98M +$63.9K +550 +3%
EWS
486
Evergreen Wealth Solutions
Pennsylvania
$1.97M +$1.97M +16,979 New
WCFA
487
Walkner Condon Financial Advisors
Wisconsin
$1.97M -$210K -1,807 -10%
PJSIMP
488
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.96M +$51K +439 +3%
AR
489
Apeiron RIA
Texas
$1.95M +$1.95M +16,793 New
DSC
490
Duncker Streett & Co
Missouri
$1.95M – – –
FHB
491
First Hawaiian Bank
Hawaii
$1.95M +$47.5K +409 +3%
WAOI
492
Wealth Advisors of Iowa
Iowa
$1.94M +$77.4K +667 +4%
LSPW
493
Lake Street Private Wealth
Illinois
$1.94M +$369K +3,176 +24%
COCM
494
Charter Oak Capital Management
New Hampshire
$1.94M +$190K +1,634 +11%
HI
495
Harbour Investments
Wisconsin
$1.93M -$95.2K -820 -5%
CPP
496
Capasso Planning Partners
South Carolina
$1.9M +$1.9M +16,354 New
CWM
497
Calamos Wealth Management
Illinois
$1.89M +$109K +943 +6%
PCMC
498
Paragon Capital Management (Colorado)
Colorado
$1.88M -$197K -1,696 -10%
FWP
499
FAS Wealth Partners
Kansas
$1.88M +$224K +1,927 +14%
TPWA
500
TRUE Private Wealth Advisors
Oregon
$1.87M +$372K +3,200 +25%
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