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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
601
Orion Portfolio Solutions
Nebraska
$852K +$139K +1,190 +19%
HFA
602
High Falls Advisors
New York
$837K -$437K -3,745 -34%
MWM
603
Minot Wealth Management
Massachusetts
$830K -$111K -950 -12%
TTWM
604
TCV Trust & Wealth Management
Virginia
$828K +$1.75K +15 +0.2%
AWM
605
Altium Wealth Management
New York
$826K -$344K -2,952 -29%
JAG
606
Journey Advisory Group
Kentucky
$822K +$325K +2,785 +65%
AIM
607
Axiom Investment Management
New York
$822K +$718K +6,153 +657%
SW
608
StrongBox Wealth
Missouri
$819K +$31.5K +270 +4%
MHS
609
M Holdings Securities
Oregon
$818K +$822K +7,048 New
LIA
610
LBMC Investment Advisors
Tennessee
$814K +$818K +7,015 New
EPP
611
ETF Portfolio Partners
Kansas
$813K -$933 -8 -0.1%
BTWM
612
Baker Tilly Wealth Management
Wisconsin
$807K +$161K +1,381 +25%
VCM
613
Vivaldi Capital Management
Illinois
$802K -$485K -4,159 -38%
APW
614
Acima Private Wealth
Virginia
$802K +$705K +6,042 +696%
WP
615
WealthPLAN Partners
Nebraska
$801K +$46.2K +396 +6%
RWMH
616
Riverpoint Wealth Management Holdings
Illinois
$800K +$159K +1,364 +25%
MPCG
617
Matrix Private Capital Group
New York
$793K +$5.83K +50 +0.7%
PFS
618
Prospera Financial Services
Texas
$783K +$282K +2,418 +56%
CIC
619
Carnegie Investment Counsel
Ohio
$776K +$36.2K +310 +5%
AWM
620
Altavista Wealth Management
North Carolina
$774K – – –
SB
621
Strategic Blueprint
Georgia
$768K +$497K +4,265 +181%
SWM
622
SeaCrest Wealth Management
New York
$767K +$117 +1 +0%
BC
623
Brio Consultants
California
$766K +$474K +4,063 +160%
SW
624
SVB Wealth
Massachusetts
$764K +$933 +8 +0.1%
CCA
625
Checchi Capital Advisers
California
$759K – – –
23 24
25
26 27