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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
701
Segall Bryant & Hamill
Illinois
$485K +$155K +1,330 +48%
SWMG
702
Signature Wealth Management Group
Georgia
$481K -$2.09K -18 -0.4%
CW
703
CreativeOne Wealth
Kansas
$480K +$245K +2,108 +106%
SWM
704
Sanctuary Wealth Management
Idaho
$470K – – –
AWMS
705
Advocacy Wealth Management Services
Georgia
$470K +$39.5K +340 +9%
VCA
706
Verdence Capital Advisors
Maryland
$467K +$6.5K +56 +1%
CMI
707
Clare Market Investments
Texas
$465K -$44.8K -386 -9%
LW
708
Linscomb Wealth
Texas
$464K +$5.81K +50 +1%
WAG
709
Winthrop Advisory Group
Massachusetts
$461K +$44.8K +386 +11%
MC
710
Moors & Cabot
Massachusetts
$459K – – –
VCS
711
Vaughan & Co Securities
New Jersey
$458K -$42.5K -366 -9%
CWM
712
Centric Wealth Management
Illinois
$457K +$233K +2,005 +106%
MHR
713
Matthew Hamilton Rosenberg
$452K -$311K -2,678 -41%
AIA
714
Alera Investment Advisors
Illinois
$447K +$103K +889 +30%
SFP
715
Strategic Financial Planning
Texas
$445K +$114K +978 +35%
PWW
716
Pettyjohn Wood & White
Virginia
$441K -$29K -250 -6%
APW
717
Aurora Private Wealth
New Jersey
$434K +$54.3K +467 +14%
SHWM
718
Silicon Hills Wealth Management
Texas
$433K +$429K +3,694 New
CAN
719
Claraphi Advisory Network
United States
$431K +$428K +3,681 New
IP
720
Intellectus Partners
California
$428K +$86.5K +745 +26%
MWM
721
Merriman Wealth Management
Washington
$427K +$1.28K +11 +0.3%
MWPCG
722
Measured Wealth Private Client Group
New Hampshire
$426K – – –
BAM
723
Belpointe Asset Management
Nevada
$426K +$61.3K +528 +17%
FFA
724
Fragasso Financial Advisors
Pennsylvania
$425K -$361K -3,110 -46%
FNWM
725
Financial Network Wealth Management
Utah
$419K +$416K +3,577 New
27 28
29
30 31