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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$581K -$1.05K -9 -0.2%
AWM
702
Aries Wealth Management
Maine
$581K – – –
AWA
703
Arkadios Wealth Advisors
Georgia
$581K – – –
AWM
704
Avondale Wealth Management
Texas
$581K – – –
HFAS
705
Hummer Financial Advisory Services
Illinois
$581K – – –
TI
706
Truepoint Inc
Ohio
$578K +$20.9K +178 +4%
OIA
707
Optimum Investment Advisors
Illinois
$576K – – –
HPWM
708
Highland Private Wealth Management
Washington
$572K +$17.7K +151 +3%
WCG
709
Wall Capital Group
Arizona
$571K +$2.58K +22 +0.4%
ATC
710
Argent Trust Co
Tennessee
$570K – – –
HGWM
711
Horst & Graben Wealth Management
Oregon
$569K +$14.9K +127 +3%
SIA
712
Soltis Investment Advisors
Utah
$559K -$14.2K -121 -2%
CAL
713
Capital Advisors Ltd
Ohio
$556K +$234 +2 +0%
PB
714
Pinnacle Bancorp
Nebraska
$556K +$150K +1,280 +36%
MWM
715
Minot Wealth Management
Massachusetts
$552K -$238K -2,032 -30%
NFG
716
Next Financial Group
Texas
$549K +$72.2K +616 +15%
AIM
717
Acropolis Investment Management
Missouri
$548K -$12.3K -105 -2%
ICP
718
Interchange Capital Partners
Pennsylvania
$546K -$1.14M -9,695 -67%
SAM
719
Strategy Asset Managers
California
$545K -$332K -2,830 -38%
NOI
720
Newton One Investments
Delaware
$544K – – –
RFA
721
Reilly Financial Advisors
California
$543K +$99.2K +846 +22%
RW
722
Rede Wealth
Virginia
$540K +$69.5K +593 +15%
SMG
723
Spectrum Management Group
Indiana
$539K -$62.6K -534 -10%
SPA
724
Sentinel Pension Advisors
Massachusetts
$538K +$1.17K +10 +0.2%
RC
725
Roundview Capital
New Jersey
$533K +$5.98K +51 +1%
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