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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
601
Rockbridge Investment Management
New York
$1.85M – – –
CIA
602
Capital Investment Advisors
Georgia
$1.84M +$61.9K +581 +3%
PFPT
603
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.83M – – –
ARG
604
Advisory Resource Group
Oklahoma
$1.82M -$73.6K -691 -4%
RIM
605
Redwood Investment Management
Arizona
$1.82M -$6.18K -58 -0.3%
RSWA
606
Robinson Smith Wealth Advisors
Maine
$1.81M +$83.4K +783 +5%
APW
607
Acima Private Wealth
Virginia
$1.8M +$156K +1,464 +9%
CPSC
608
Carl P. Sherr & Co
Massachusetts
$1.79M – – –
CA
609
Continuum Advisory
Idaho
$1.79M -$25.2K -237 -1%
ACP
610
Aveo Capital Partners
Colorado
$1.75M +$370K +3,475 +27%
MCCA
611
Mill Creek Capital Advisors
Pennsylvania
$1.75M +$2.02K +19 +0.1%
SWA
612
Sax Wealth Advisors
New Jersey
$1.72M +$67.9K +638 +4%
MPM
613
Meritage Portfolio Management
Kansas
$1.72M -$256K -2,407 -13%
TIM
614
Tortoise Investment Management
New York
$1.72M -$537K -5,038 -24%
CWG
615
Cornerstone Wealth Group
North Carolina
$1.72M -$87.4K -821 -5%
PFA
616
Professional Financial Advisors
Nebraska
$1.71M +$180K +1,688 +12%
GWM
617
Grand Wealth Management
Michigan
$1.71M -$253K -2,380 -13%
ST
618
Spinnaker Trust
Maine
$1.71M -$45.3K -425 -3%
FWP
619
FAS Wealth Partners
Kansas
$1.69M +$51.8K +486 +3%
EWS
620
Evergreen Wealth Solutions
Pennsylvania
$1.68M -$150K -1,406 -8%
RPCA
621
Running Point Capital Advisors
California
$1.68M +$99.9K +938 +6%
FA
622
FC Advisory
Pennsylvania
$1.67M +$10.2K +96 +0.6%
WPWM
623
Windward Private Wealth Management
Kansas
$1.67M – – –
JCM
624
Jacobi Capital Management
Pennsylvania
$1.67M +$320K +3,003 +24%
FHA
625
Flagship Harbor Advisors
Massachusetts
$1.66M -$275K -2,584 -14%
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