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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
801
Capasso Planning Partners
South Carolina
$1.17M -$153K -1,463 -12%
EWA
802
Etesian Wealth Advisors
Oregon
$1.17M -$46.8K -447 -4%
SGCA
803
Steel Grove Capital Advisors
Tennessee
$1.15M – – –
OC
804
Oarsman Capital
Wisconsin
$1.15M -$23K -220 -2%
NFTC
805
North Forty Two & Co
Oregon
$1.15M +$10.5K +100 +0.9%
CA
806
CoreCap Advisors
Michigan
$1.14M +$278K +2,658 +33%
TVAMP
807
Tennessee Valley Asset Management Partners
Tennessee
$1.14M +$1.12M +10,736 New
AF
808
Affiance Financial
Minnesota
$1.14M +$362K +3,461 +48%
RL
809
Rogco LP
Oklahoma
$1.14M +$102K +979 +10%
KCM
810
KM Capital Management
Texas
$1.14M +$620K +5,920 +124%
CFGF
811
Compass Financial Group (Florida)
Florida
$1.14M -$56.3K -538 -5%
EGA
812
Eagle Global Advisors
Texas
$1.13M +$62.8K +600 +6%
NIWA
813
New Insight Wealth Advisors
California
$1.12M +$384K +3,674 +54%
HCM
814
Howard Capital Management
Georgia
$1.12M -$3.56K -34 -0.3%
FNWM
815
Financial Network Wealth Management
Utah
$1.12M +$1.09M +10,435 New
TI
816
Truepoint Inc
Ohio
$1.12M -$12.2K -117 -1%
XT
817
XTX Topco
Cayman Islands
$1.11M +$13.5K +129 +1%
PW
818
PUREfi Wealth
Massachusetts
$1.11M -$109K -1,044 -9%
XPN
819
XY Planning Network
Montana
$1.1M – – –
FCM
820
Family Capital Management
Michigan
$1.1M +$68.2K +652 +7%
PW
821
Paladin Wealth
Minnesota
$1.1M +$210K +2,009 +24%
SWP
822
SIMA Wealth Partners
Virginia
$1.09M – – –
VCA
823
Verdence Capital Advisors
Maryland
$1.09M +$16.3K +156 +2%
WWM
824
Western Wealth Management
Colorado
$1.08M -$149K -1,424 -12%
NA
825
Note Advisors
New York
$1.08M -$58.3K -557 -5%
31 32
33
34 35