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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
801
9258 Wealth Management
Ohio
$669K +$12.4K +116 +2%
ARC
802
Advisor Resource Council
Texas
$668K +$660K +6,172 New
BAWC
803
Boyce & Associates Wealth Consulting
Texas
$666K +$218K +2,038 +50%
MYIA
804
Mount Yale Investment Advisors
Colorado
$666K -$7.08M -66,303 -91%
HS
805
Horan Securities
United States
$664K +$263K +2,459 +66%
VCP
806
Verus Capital Partners
Arizona
$662K +$38.9K +364 +6%
SP
807
Successful Portfolios
Florida
$661K +$32.1K +300 +5%
PPP
808
Private Portfolio Partners
New Jersey
$660K -$398K -3,720 -38%
FWP
809
Firethorn Wealth Partners
Georgia
$659K +$119K +1,113 +22%
SBH
810
Segall Bryant & Hamill
Illinois
$658K -$5.66K -53 -0.9%
HWM
811
HB Wealth Management
Georgia
$655K +$2.46K +23 +0.4%
MCM
812
Maple Capital Management
Vermont
$655K +$147K +1,377 +29%
BZWA
813
Blue Zone Wealth Advisors
California
$655K -$53.4K -500 -8%
MCCA
814
Mill Creek Capital Advisors
Pennsylvania
$653K -$2.8M -26,160 -81%
DBT
815
Dubuque Bank & Trust
Iowa
$649K -$816K -7,636 -56%
CF
816
Centaurus Financial
California
$644K +$85.1K +796 +15%
UWPG
817
Ullmann Wealth Partners Group
Florida
$644K -$24.9K -233 -4%
HWAM
818
Hennion & Walsh Asset Management
New Jersey
$635K -$47.3K -443 -7%
RFN
819
RDA Financial Network
Iowa
$632K -$283K -2,646 -31%
FAFN
820
First Affirmative Financial Network
Colorado
$632K -$22.1K -207 -3%
SSWM
821
Smith Salley Wealth Management
North Carolina
$631K +$190K +1,780 +44%
AI
822
Accredited Investors
Minnesota
$627K +$60.9K +570 +11%
FNBOO
823
First National Bank of Omaha
Nebraska
$623K -$263K -2,465 -30%
RC
824
Roundview Capital
New Jersey
$623K +$4.49K +42 +0.7%
CCFM
825
Clear Creek Financial Management
Washington
$618K +$23.7K +222 +4%
31 32
33
34 35