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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
776
Greenspring Advisors
Maryland
$600K +$599K +5,158 New
ATC
777
Argent Trust Co
Tennessee
$599K +$28K +241 +5%
NOI
778
Newton One Investments
Delaware
$599K +$54.6K +470 +10%
SAS
779
Sanford Advisory Services
Michigan
$598K +$929 +8 +0.2%
WWM
780
Western Wealth Management
Colorado
$594K +$594K +5,115 New
PCIA
781
Prime Capital Investment Advisors
Kansas
$589K +$588K +5,064 New
IFPL
782
Investments & Financial Planning LLC
Kentucky
$588K +$605K +5,209 New
BFC
783
Blue Fin Capital
Rhode Island
$587K – – –
LA
784
Latitude Advisors
Florida
$586K +$3.02K +26 +0.5%
DI
785
Diligent Investors
California
$586K +$132K +1,136 +29%
LW
786
Linscomb Wealth
Texas
$585K +$1.74K +15 +0.3%
ZIM
787
Zacks Investment Management
Illinois
$584K -$60.6K -522 -9%
TI
788
Truepoint Inc
Ohio
$584K +$5.22K +45 +0.9%
PFGIA
789
Patriot Financial Group Insurance Agency
Massachusetts
$583K +$114K +986 +24%
HFAS
790
Hummer Financial Advisory Services
Illinois
$581K – – –
DA
791
Detalus Advisors
Missouri
$580K +$579K +4,984 New
OIA
792
Optimum Investment Advisors
Illinois
$577K – – –
AHC
793
Anderson Hoagland & Co
Missouri
$576K -$62.2K -536 -10%
WCG
794
Wall Capital Group
Arizona
$575K +$3.13K +27 +0.5%
HGWM
795
Horst & Graben Wealth Management
Oregon
$573K +$3.25K +28 +0.6%
PP
796
Patron Partners
Texas
$572K -$204K -1,754 -26%
CL
797
Choreo LLC
Illinois
$569K +$568K +4,892 New
SIA
798
Soltis Investment Advisors
Utah
$567K +$8.13K +70 +1%
RPCA
799
Running Point Capital Advisors
California
$563K -$4.6M -39,652 -89%
MA
800
MBA Advisors
Pennsylvania
$559K +$223K +1,919 +67%
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