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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Lindenwold Advisors
Pennsylvania
$1.21M +$1.21M +10,440 New
WA
602
Winfield Associates
Ohio
$1.21M – – –
GJIC
603
Gamble Jones Investment Counsel
California
$1.21M -$46K -396 -4%
OGF
604
Orin Green Financial
California
$1.2M +$64.2K +553 +5%
JFA
605
JNBA Financial Advisors
Minnesota
$1.2M -$813 -7 -0.1%
OR
606
Olympiad Research
Connecticut
$1.19M -$986K -8,496 -45%
NWM
607
Northwest Wealth Management
Iowa
$1.19M +$49.3K +425 +4%
RWA
608
RGT Wealth Advisors
Texas
$1.18M +$1.18M +10,156 New
RIM
609
Rockbridge Investment Management
New York
$1.18M +$175K +1,505 +17%
RMA
610
Roffman Miller Associates
Pennsylvania
$1.17M +$1.74K +15 +0.1%
WWM
611
Wiser Wealth Management
Georgia
$1.15M – – –
IC
612
Inscription Capital
Texas
$1.13M +$40.8K +351 +4%
MWM
613
McNaughton Wealth Management
California
$1.13M +$269K +2,316 +31%
FC
614
FCA Corp
Texas
$1.13M -$161K -1,383 -12%
TC
615
Trust Company
Kansas
$1.13M – – –
TB
616
Treynor Bancshares
Iowa
$1.13M +$1.12M +9,685 New
AIA
617
Acute Investment Advisory
Arizona
$1.13M +$1.12M +9,674 New
MCM
618
Maryland Capital Management
Maryland
$1.12M – – –
GWM
619
Grand Wealth Management
Michigan
$1.12M +$1.12M +9,641 New
DAC
620
Dividend Assets Capital
South Carolina
$1.12M – – –
CW
621
CreativeOne Wealth
Kansas
$1.11M +$186K +1,598 +20%
TW
622
Towerpoint Wealth
California
$1.11M +$1.11M +9,544 New
CAG
623
Compass Advisory Group
New York
$1.11M +$3.95K +34 +0.4%
KPWG
624
KFA Private Wealth Group
Virginia
$1.11M -$12.4K -107 -1%
BFA
625
BMS Financial Advisors
South Dakota
$1.1M +$1.1M +9,493 New
23 24
25
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