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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
976
Northside Capital Management
Oregon
$788K +$107 +1 +0%
SPWG
977
Syntegra Private Wealth Group
Missouri
$785K +$963 +9 +0.1%
AA
978
ArborFi Advisors
Michigan
$781K +$22K +206 +3%
EP
979
EPIQ Partners
Minnesota
$781K +$178K +1,660 +30%
NRI
980
NFP Retirement Inc
California
$777K +$2.46K +23 +0.3%
4WM
981
4J Wealth Management
Virginia
$769K -$65.2K -610 -8%
ZAM
982
Zevin Asset Management
Massachusetts
$765K -$39.4K -368 -5%
SRPTWM
983
Split Rock Private Trading & Wealth Management
Minnesota
$765K -$63.8K -597 -8%
AFG
984
Altiora Financial Group
Ohio
$764K +$2.03K +19 +0.3%
AWMI
985
Aegis Wealth Management (Iowa)
Iowa
$764K +$216K +2,021 +40%
CWI
986
Conscious Wealth Investments
Florida
$762K +$147K +1,379 +24%
SVWAG
987
Sound View Wealth Advisors Group
Georgia
$761K -$1.93K -18 -0.3%
JJBC
988
James J. Burns & Company
New York
$758K +$2.46K +23 +0.3%
RIM
989
Rockbridge Investment Management
New York
$756K – – –
DLCIG
990
D.L. Carlson Investment Group
New Hampshire
$755K +$305K +2,851 +68%
ICM
991
Islay Capital Management
Texas
$753K +$748K +6,998 New
AFS
992
AFG Fiduciary Services
Massachusetts
$752K -$103K -960 -12%
SFWA
993
Summit Financial Wealth Advisors
Louisiana
$751K – – –
SSW
994
Stone Summit Wealth
Florida
$751K -$97.9K -915 -12%
CFG
995
Cassilly Financial Group
Maryland
$751K +$167K +1,562 +29%
CPW
996
Catalyst Private Wealth
California
$748K – – –
VC
997
Veracity Capital
Georgia
$747K -$238K -2,228 -24%
NP
998
Nilsine Partners
Colorado
$745K +$8.13K +76 +1%
FA
999
FF Advisors
California
$744K – – –
CPW
1000
Cogent Private Wealth
Florida
$743K – – –
38 39
40
41 42