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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
526
Peninsula Wealth
California
$539K +$4.1K +36 +0.8%
CIC
527
Carnegie Investment Counsel
Ohio
$538K +$47.3K +415 +10%
MPM
528
Meritage Portfolio Management
Kansas
$535K -$2.85K -25 -0.5%
DY
529
Dowling & Yahnke
California
$535K +$535K +4,701 New
CWM
530
Chesapeake Wealth Management
Virginia
$531K +$37K +325 +7%
CLOS
531
Compagnie Lombard Odier SCmA
Switzerland
$531K +$531K +4,660 New
RWRC
532
R.W. Roge & Company
New York
$529K +$526K +4,622 New
LSPW
533
Lake Street Private Wealth
Illinois
$525K -$89.6K -787 -15%
SWA
534
Sutton Wealth Advisors
Florida
$519K – – –
FNBOO
535
First National Bank of Omaha
Nebraska
$519K -$43.4K -381 -8%
PPW
536
Parcion Private Wealth
Washington
$519K +$519K +4,558 New
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$514K +$18.3K +161 +4%
BBA
538
BLB&B Advisors
Pennsylvania
$513K – – –
VC
539
Voit & Company
Wisconsin
$510K -$22.8K -200 -4%
AWA
540
Arkadios Wealth Advisors
Georgia
$505K +$498K +4,375 New
SWMG
541
Signature Wealth Management Group
Georgia
$505K +$25.5K +224 +5%
VCS
542
Vaughan & Co Securities
New Jersey
$496K +$496K +4,356 New
VWA
543
VERITY Wealth Advisors
United States
$491K +$216K +1,898 +79%
NGA
544
Naples Global Advisors
Florida
$490K +$134K +1,175 +38%
FNT
545
First National Trust
Pennsylvania
$489K – – –
KA
546
Kovack Advisors
Florida
$488K +$56.7K +498 +13%
CCT
547
Country Club Trust
Missouri
$486K +$30.2K +265 +7%
PCM
548
Pointe Capital Management
Michigan
$484K -$51.3K -450 -10%
ACM
549
AlphaStar Capital Management
North Carolina
$480K +$21K +184 +5%
BFC
550
Blue Fin Capital
Rhode Island
$478K – – –
20 21
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