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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
676
Renasant Bank
Mississippi
$590K +$84.6K +725 +17%
CBFP
677
Cedar Brook Financial Partners
Ohio
$587K +$6.65K +57 +1%
SWA
678
Sutton Wealth Advisors
Florida
$587K -$1.75K -15 -0.3%
BFC
679
Blue Fin Capital
Rhode Island
$586K +$99.6K +854 +20%
AWM
680
Aries Wealth Management
Maine
$584K +$1.05K +9 +0.2%
SMG
681
Spectrum Management Group
Indiana
$581K +$73.5K +630 +14%
HFAS
682
Hummer Financial Advisory Services
Illinois
$580K – – –
AWM
683
Avondale Wealth Management
Texas
$580K +$233K +2,000 +67%
LFA
684
Lighthouse Financial Advisors
Maryland
$579K +$256K +2,195 +78%
OIA
685
Optimum Investment Advisors
Illinois
$576K – – –
ZB
686
Zions Bancorporation
Utah
$576K – – –
TI
687
Truepoint Inc
Ohio
$574K +$11.7K +100 +2%
ATC
688
Argent Trust Co
Tennessee
$570K -$12.7K -109 -2%
WI
689
Wintrust Investments
Illinois
$568K +$571K +4,896 New
WCG
690
Wall Capital Group
Arizona
$566K +$568K +4,874 New
GWM
691
Gray Wealth Management
Maine
$565K +$39.7K +340 +8%
MWM
692
Meridian Wealth Management
Kentucky
$561K -$21.5K -184 -4%
APWM
693
Atlas Private Wealth Management
New York
$560K – – –
AFWM
694
AMJ Financial Wealth Management
Virginia
$560K +$562K +4,822 New
AWA
695
Arkadios Wealth Advisors
Georgia
$558K -$8.63K -74 -2%
CAL
696
Capital Advisors Ltd
Ohio
$555K +$233 +2 +0%
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$552K +$154K +1,321 +38%
HGWM
698
Horst & Graben Wealth Management
Oregon
$552K +$301K +2,582 +119%
PG
699
Patten Group
Tennessee
$546K +$15.7K +135 +3%
CPIG
700
Chicago Partners Investment Group
Illinois
$545K +$234K +2,003 +76%
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