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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Brio Consultants
California
$1.49M +$824K +7,029 +122%
WA
502
Waverly Advisors
Alabama
$1.48M -$44K -375 -3%
PA
503
PFG Advisors
Arizona
$1.47M +$251K +2,145 +20%
CAG
504
Csenge Advisory Group
Florida
$1.47M +$81.6K +696 +6%
SFS
505
Sowell Financial Services
Arkansas
$1.47M +$129K +1,098 +10%
AWM
506
Altium Wealth Management
New York
$1.46M +$617K +5,266 +72%
TW
507
TrinityPoint Wealth
Connecticut
$1.45M -$81.6K -696 -5%
BB
508
Berkshire Bank
Massachusetts
$1.44M – – –
DAS
509
Dynamic Advisor Solutions
Arizona
$1.43M -$577K -4,922 -29%
HIC
510
Holderness Investments Company
North Carolina
$1.41M +$240K +2,047 +20%
ARG
511
Advisory Resource Group
Oklahoma
$1.41M +$208K +1,778 +17%
PA
512
Procyon Advisors
Connecticut
$1.39M +$80.5K +687 +6%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$1.38M – – –
TPCW
514
TD Private Client Wealth
New York
$1.36M +$2.93K +25 +0.2%
JFGLC
515
Johnson Financial Group LLC (Colorado)
Colorado
$1.35M – – –
APW
516
Acima Private Wealth
Virginia
$1.35M +$373K +3,185 +38%
AWS
517
AJ Wealth Strategies
New York
$1.34M +$973K +8,300 +255%
RWB
518
RMR Wealth Builders
New Jersey
$1.34M +$126K +1,078 +10%
MPPLM
519
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.33M +$67.4K +575 +5%
BDFN
520
Bond & Devick Financial Network
Minnesota
$1.32M +$180K +1,534 +16%
CGFA
521
Colton Groome Financial Advisors
North Carolina
$1.31M +$952K +8,125 +254%
GFP
522
Gryphon Financial Partners
Ohio
$1.31M -$67.4K -575 -5%
UWM
523
USAdvisors Wealth Management
Minnesota
$1.31M +$53.6K +457 +4%
FPGK
524
Financial Partners Group (Kansas)
Kansas
$1.3M -$46.3K -395 -3%
AF
525
Advisornet Financial
Minnesota
$1.29M +$158K +1,352 +14%
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