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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
826
Voisard Asset Management Group
Michigan
$988K +$4.04K +38 +0.4%
FCM
827
Family Capital Management
Michigan
$984K +$19.6K +184 +2%
BIG
828
Brookwood Investment Group
Arizona
$983K +$992K +9,325 New
MIA
829
MainStreet Investment Advisors
Illinois
$983K +$7.98K +75 +0.8%
SIA
830
Strategic Investment Advisors
Michigan
$979K +$209K +1,963 +27%
TPA
831
Trivium Point Advisory
Connecticut
$978K -$651K -6,126 -40%
KW
832
Keyvantage Wealth
Pennsylvania
$978K -$676K -6,359 -41%
CTWM
833
Cherry Tree Wealth Management
Minnesota
$976K -$69.7K -655 -7%
RBC
834
Romano Brothers & Co
Illinois
$975K -$53.2K -500 -5%
DFG
835
Delta Financial Group
New Jersey
$973K -$102K -962 -9%
TWP
836
Triad Wealth Partners
Kansas
$971K -$1.19M -11,183 -55%
HCM
837
HMS Capital Management
Tennessee
$971K +$294K +2,763 +42%
SWP
838
SIMA Wealth Partners
Virginia
$968K -$425 -4 -0%
PJSIMP
839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$962K -$48.4K -455 -5%
HCM
840
Howard Capital Management
Georgia
$959K – – –
GM
841
GeoWealth Management
Illinois
$956K +$98.4K +925 +11%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$953K -$106K -1,000 -10%
AO
843
Advisor OS
Illinois
$951K -$103K -969 -10%
WAM
844
Wakefield Asset Management
Colorado
$951K +$10.6K +100 +1%
MWM
845
MorganRosel Wealth Management
Colorado
$950K -$368K -3,464 -28%
NP
846
Nilsine Partners
Colorado
$950K – – –
RC
847
Roundview Capital
New Jersey
$950K -$235K -2,205 -20%
TWP
848
Tyche Wealth Partners
Texas
$944K +$577K +5,426 +154%
FCC
849
Florin Court Capital
United Kingdom
$938K -$1.54M -14,500 -62%
EFG
850
Elios Financial Group
Ohio
$936K -$44.2K -416 -4%
32 33
34
35 36