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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
801
Financial Partners Group (Kansas)
Kansas
$1.12M -$344K -3,308 -24%
NFTC
802
North Forty Two & Co
Oregon
$1.12M – – –
TI
803
Truepoint Inc
Ohio
$1.11M +$1.1M +10,622 New
XPN
804
XY Planning Network
Montana
$1.1M +$1.1M +10,570 New
PCS
805
Private Client Services
Kentucky
$1.1M +$193K +1,859 +21%
CA
806
Crumly & Associates
Illinois
$1.1M -$741K -7,124 -40%
HCM
807
Howard Capital Management
Georgia
$1.1M +$152K +1,458 +16%
AAS
808
Annex Advisory Services
Wisconsin
$1.1M +$411K +3,951 +60%
LWANC
809
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.09M +$74.8K +719 +7%
TA
810
TFB Advisors
Kansas
$1.08M -$135K -1,297 -11%
BIG
811
Brookwood Investment Group
Arizona
$1.08M +$108K +1,040 +11%
XT
812
XTX Topco
Cayman Islands
$1.08M +$1.07M +10,318 New
SWP
813
SIMA Wealth Partners
Virginia
$1.07M +$106K +1,016 +11%
BW
814
Balance Wealth
Ohio
$1.06M -$514K -4,940 -33%
RWA
815
Redhawk Wealth Advisors
Minnesota
$1.05M +$71.5K +688 +7%
CWP
816
Cyndeo Wealth Partners
Florida
$1.05M +$1.05M +10,076 New
WIC
817
Whitegate Investment Counselors
New Hampshire
$1.05M -$2.42M -23,260 -70%
EGA
818
Eagle Global Advisors
Texas
$1.05M -$260K -2,500 -20%
CPSC
819
Carl P. Sherr & Co
Massachusetts
$1.05M -$96.7K -930 -8%
LWM
820
LongView Wealth Management
Georgia
$1.05M -$180K -1,730 -15%
HAIM
821
Hunter Associates Investment Management
Pennsylvania
$1.04M – – –
CFG
822
Carr Financial Group
Massachusetts
$1.04M +$1.04M +10,000 New
DDPIC
823
Deroy & Devereaux Private Investment Counsel
Michigan
$1.04M +$1.04M +9,960 New
MF
824
Midwestern Financial
Iowa
$1.04M +$1.03M +9,953 New
WB
825
Webster Bank
Connecticut
$1.04M – – –
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