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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCP
551
Cedar Point Capital Partners
Iowa
$2.59M +$76.3K +717 +3%
MCWS
552
McKinley Carter Wealth Services
West Virginia
$2.58M -$15.9M -149,888 -86%
PWM
553
Power Wealth Management
Georgia
$2.57M -$1.94M -18,262 -43%
IP
554
Investment Partners
Ohio
$2.57M -$152K -1,425 -6%
HFS
555
Hoge Financial Services
Pennsylvania
$2.57M +$117K +1,100 +5%
PG
556
Patten Group
Tennessee
$2.51M +$594K +5,587 +31%
PA
557
Parallel Advisors
California
$2.49M -$223K -2,093 -8%
GFWA
558
Grey Fox Wealth Advisors
Delaware
$2.47M -$293K -2,758 -11%
JIR
559
James Investment Research
Ohio
$2.44M -$8.29K -78 -0.3%
FHA
560
Flagship Harbor Advisors
Massachusetts
$2.43M +$378K +3,558 +18%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$2.43M +$557K +5,234 +29%
CFC
562
Client First Capital
California
$2.43M – – –
BCM
563
Beaumont Capital Management
Massachusetts
$2.39M +$2.41M +22,642 New
JSA
564
Jacobson & Schmitt Advisors
Wisconsin
$2.36M +$47K +442 +2%
BC
565
Bowman & Company
Wisconsin
$2.34M +$163K +1,530 +7%
PA
566
Procyon Advisors
Connecticut
$2.34M -$331K -3,114 -12%
MWP
567
Madison Wealth Partners
Wisconsin
$2.31M -$75.9K -714 -3%
AWM
568
Accurate Wealth Management
Florida
$2.31M -$354K -3,332 -13%
USCWA
569
U.S. Capital Wealth Advisors
Texas
$2.31M +$2.55K +24 +0.1%
MW
570
Maia Wealth
Colorado
$2.29M +$57.2K +538 +2%
HSG
571
Helen Stephens Group
Texas
$2.27M +$761K +7,151 +50%
PSA
572
Plum Street Advisors
Louisiana
$2.27M +$91.7K +862 +4%
SWA
573
Stratos Wealth Advisors
Ohio
$2.26M -$2.43M -22,892 -52%
MWC
574
MKD Wealth Coaches
Michigan
$2.25M -$1.39M -13,054 -38%
AIM
575
Alhambra Investment Management
Florida
$2.25M -$145K -1,367 -6%
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