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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
926
Arrowroot Family Office
California
$412K +$46.8K +444 +12%
RFO
927
RiverGlades Family Offices
Florida
$411K -$622K -5,900 -60%
IFA
928
Interactive Financial Advisors
Illinois
$409K -$29.6K -281 -7%
WCM
929
Windham Capital Management
Massachusetts
$405K – – –
EK
930
Evensky & Katz
Florida
$405K -$32.3K -306 -7%
LHC
931
Little House Capital
Massachusetts
$405K -$488K -4,623 -54%
BIA
932
Bell Investment Advisors
California
$401K +$45.1K +428 +12%
NCM
933
NCM Capital Management
New Jersey
$400K -$10.5K -100 -3%
AWM
934
Altus Wealth Management
Kentucky
$398K – – –
CCFCSB
935
Cape Cod Five Cents Savings Bank
Massachusetts
$397K +$409K +3,874 New
C
936
CEDRUS
Colorado
$394K +$7.91K +75 +2%
FCA
937
FLC Capital Advisors
California
$391K +$70.5K +668 +21%
SQA
938
Simon Quick Advisors
New Jersey
$390K -$84.1K -797 -17%
TCOT
939
Trust Company of Toledo
Ohio
$389K +$400K +3,790 New
FCFC
940
First Citizens Financial Corp
Iowa
$388K +$113K +1,074 +40%
BCP
941
Blue Chip Partners
Michigan
$382K -$2.16M -20,494 -85%
CA
942
Cumberland Advisors
Florida
$381K +$2.11K +20 +0.5%
PRWA
943
Platte River Wealth Advisors
Colorado
$381K -$46.4K -440 -11%
BTWM
944
Baker Tilly Wealth Management
Wisconsin
$381K -$148K -1,403 -27%
VNIM
945
Vaughan Nelson Investment Management
Texas
$380K – – –
BBWP
946
Beacon Bridge Wealth Partners
Pennsylvania
$378K – – –
VPP
947
Vertex Planning Partners
Illinois
$378K -$2.21K -21 -0.6%
BTI
948
Blue Trust Inc
Georgia
$377K +$209K +1,981 +127%
OW
949
Olistico Wealth
Oklahoma
$373K +$2.64K +25 +0.7%
LFP
950
Lakeshore Financial Planning
Michigan
$373K +$384K +3,637 New
36 37
38
39 40