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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Avondale Wealth Management
Texas
$586K – – –
HFAS
702
Hummer Financial Advisory Services
Illinois
$586K – – –
AWA
703
Arkadios Wealth Advisors
Georgia
$586K +$22.8K +195 +4%
CFG
704
Citizens Financial Group
Rhode Island
$582K +$580K +4,967 New
OIA
705
Optimum Investment Advisors
Illinois
$581K – – –
PCA
706
Peddock Capital Advisors
Massachusetts
$578K +$131K +1,120 +30%
SIA
707
Soltis Investment Advisors
Utah
$578K +$576K +4,931 New
ATC
708
Argent Trust Co
Tennessee
$575K – – –
WCG
709
Wall Capital Group
Arizona
$574K +$2.57K +22 +0.5%
AIM
710
Acropolis Investment Management
Missouri
$570K -$50.7K -434 -8%
TI
711
Truepoint Inc
Ohio
$562K -$17.2K -147 -3%
CAL
712
Capital Advisors Ltd
Ohio
$561K +$351 +3 +0.1%
HGWM
713
Horst & Graben Wealth Management
Oregon
$560K +$2.57K +22 +0.5%
HPWM
714
Highland Private Wealth Management
Washington
$559K +$125K +1,069 +29%
HA
715
Harfst & Associates
Wyoming
$549K -$942K -8,060 -63%
NOI
716
Newton One Investments
Delaware
$549K +$547K +4,684 New
FNBT
717
FineMark National Bank & Trust
Florida
$547K +$24K +205 +5%
CW
718
CreativeOne Wealth
Kansas
$545K +$74.4K +637 +16%
SPA
719
Sentinel Pension Advisors
Massachusetts
$541K +$1.28K +11 +0.2%
CBFP
720
Cedar Brook Financial Partners
Ohio
$538K -$54.2K -464 -9%
SFP
721
Strategic Financial Planning
Texas
$535K -$2.22K -19 -0.4%
SWMG
722
Signature Wealth Management Group
Georgia
$534K -$2.92K -25 -0.5%
RC
723
Roundview Capital
New Jersey
$532K -$3.39K -29 -0.6%
BBA
724
BLB&B Advisors
Pennsylvania
$531K – – –
WCM
725
Windham Capital Management
Massachusetts
$531K +$162K +1,389 +44%
27 28
29
30 31