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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
CoreCap Advisors
Michigan
$976K -$192K -1,817 -16%
CTWM
702
Cherry Tree Wealth Management
Minnesota
$976K -$459K -4,349 -31%
DP
703
Denver PWM
Colorado
$974K -$9.07K -86 -0.9%
AI
704
Arrien Investments
Idaho
$973K +$187K +1,769 +23%
CWG
705
Cornerstone Wealth Group
North Carolina
$963K -$59.2K -561 -6%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$962K -$4.54K -43 -0.5%
AA
707
AlphaQ Advisors
Florida
$959K -$728K -6,900 -42%
CCB
708
Country Club Bank
Missouri
$949K -$4.75K -45 -0.5%
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$946K +$34.5K +327 +4%
AWA
710
Arkadios Wealth Advisors
Georgia
$939K +$966K +9,162 New
RPC
711
Rossmore Private Capital
Connecticut
$938K +$132K +1,250 +16%
JWCA
712
J.W. Cole Advisors
Florida
$933K -$201K -1,904 -17%
AFA
713
American Financial Advisors
Georgia
$926K -$132K -1,252 -12%
ITB
714
Idaho Trust Bank
Idaho
$921K +$25.7K +244 +3%
HWMG
715
Hurlow Wealth Management Group
Indiana
$919K +$30K +284 +3%
NPP
716
New Potomac Partners
Maryland
$918K -$26.4K -250 -3%
CWA
717
Canvas Wealth Advisors
Kansas
$900K -$35.8K -339 -4%
KIA
718
KLR Investment Advisors
Rhode Island
$897K +$425K +4,029 +94%
WAM
719
Wakefield Asset Management
Colorado
$896K +$5.8K +55 +0.6%
FFL
720
Financial Freedom LLC
Ohio
$896K -$53.5K -507 -5%
SCG
721
Sonata Capital Group
Washington
$894K -$16.9K -160 -2%
EWG
722
Executive Wealth Group
Washington
$894K +$5.38K +51 +0.6%
TF
723
Tompkins Financial
New York
$892K – – –
SHIM
724
Stone House Investment Management
Pennsylvania
$890K -$1.83M -17,378 -67%
WPWM
725
Windward Private Wealth Management
Kansas
$888K +$62.8K +595 +7%
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