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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
901
Appleton Partners
Massachusetts
$636K +$638K +5,913 New
COCM
902
Charter Oak Capital Management
New Hampshire
$630K +$166K +1,540 +36%
WFAG
903
Wescott Financial Advisory Group
Pennsylvania
$629K +$2.27K +21 +0.4%
IWM
904
Integris Wealth Management
California
$629K – – –
FCM
905
Fortis Capital Management
Washington
$622K +$3.02K +28 +0.5%
FAFN
906
First Affirmative Financial Network
Colorado
$621K -$12.4K -115 -2%
FAM
907
Flaharty Asset Management
Florida
$615K +$11.3K +105 +2%
LNWWM
908
Laird Norton Wetherby Wealth Management
California
$610K +$2.16K +20 +0.4%
EWA
909
Elevate Wealth Advisory
Georgia
$608K +$171K +1,588 +39%
ANBTV
910
American National Bank & Trust (Virginia)
Virginia
$607K +$609K +5,639 New
TPWA
911
TRUE Private Wealth Advisors
Oregon
$606K -$132K -1,222 -18%
JSW
912
Journey Strategic Wealth
New Jersey
$606K -$50.5K -468 -8%
AFG
913
Altiora Financial Group
Ohio
$606K – – –
EP
914
Edgestream Partners
New Jersey
$605K +$606K +5,620 New
CC
915
Copperleaf Capital
North Carolina
$605K +$29.7K +275 +5%
EWM
916
EPG Wealth Management
Georgia
$604K +$108 +1 +0%
EAM
917
Evanson Asset Management
California
$603K – – –
VAF
918
Values Added Financial
District of Columbia
$601K +$138K +1,278 +30%
BA
919
Ballast Advisors
Minnesota
$599K +$170K +1,578 +40%
AFG
920
Atomi Financial Group
New York
$595K +$4.32K +40 +0.7%
MSFS
921
Main Street Financial Solutions
Pennsylvania
$591K -$18.9K -175 -3%
KWA
922
Kingswood Wealth Advisors
California
$590K -$15.8K -146 -3%
PWA
923
Pillar Wealth Advisors
Pennsylvania
$590K – – –
WN
924
Williams & Novak
California
$587K – – –
DTC
925
Davidson Trust Company
Washington
$586K – – –
35 36
37
38 39