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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
726
Kelleher Financial Advisors
New York
$256K +$116 +1 +0%
FUBT
727
First United Bank & Trust
Maryland
$255K – – –
RC
728
Rovin Capital
Arizona
$251K – – –
SFPM
729
Sensible Financial Planning & Management
Massachusetts
$251K – – –
HGWM
730
Horst & Graben Wealth Management
Oregon
$250K +$1.28K +11 +0.5%
DY
731
Dowling & Yahnke
California
$247K -$5.81K -50 -2%
BF
732
BOK Financial
Oklahoma
$245K +$16.5K +142 +7%
CCMG
733
Clark Capital Management Group
Pennsylvania
$244K +$37.5K +323 +18%
AM
734
Atwater Malick
Pennsylvania
$243K – – –
BCM
735
Bourgeon Capital Management
Connecticut
$243K +$243K +2,095 New
PAM
736
Peak Asset Management
Colorado
$241K -$15.9K -137 -6%
HC
737
Hamilton Capital
Ohio
$241K +$813 +7 +0.3%
IFG
738
Independent Financial Group
California
$241K +$1.98K +17 +0.8%
RHP
739
Royal Harbor Partners
Texas
$239K – – –
AWM
740
Aprio Wealth Management
Georgia
$239K +$2.44K +21 +1%
SIM
741
Stratos Investment Management
Ohio
$235K +$697 +6 +0.3%
FI
742
Financial Insights
Washington
$235K +$224K +1,930 +1,930%
WCG
743
Weaver Consulting Group
California
$232K -$67.9K -584 -23%
WI
744
Wintrust Investments
Illinois
$232K -$39.5K -340 -15%
EIP
745
Ellis Investment Partners
Pennsylvania
$230K +$6.97K +60 +3%
CW
746
CreativeOne Wealth
Kansas
$230K +$231K +1,987 New
CAAS
747
Capital Asset Advisory Services
Michigan
$229K -$66.5K -572 -22%
AWA
748
ARS Wealth Advisors
Florida
$228K – – –
BO
749
Bank OZK
Arkansas
$228K – – –
LFA
750
Legacy Financial Advisors
Kentucky
$225K +$225K +1,939 New
28 29
30
31 32