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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
976
Stone House Investment Management
Pennsylvania
$246K +$253K +2,243 New
TBWA
977
Three Bridge Wealth Advisors
California
$244K +$252K +2,230 New
VNIM
978
Vaughan Nelson Investment Management
Texas
$242K – – –
WAG
979
Winthrop Advisory Group
Massachusetts
$241K -$124K -1,099 -33%
TF
980
Theory Financial
Colorado
$240K -$11.5K -102 -4%
TWM
981
Trinity Wealth Management
Pennsylvania
$240K – – –
WFA
982
Wipfli Financial Advisors
Wisconsin
$239K -$13.4K -119 -5%
CYG
983
Clean Yield Group
Vermont
$238K +$113 +1 +0%
RC
984
Rovin Capital
Arizona
$236K -$13.4K -119 -5%
OMIC
985
Old Mission Investment Co
Michigan
$236K -$100K -890 -29%
DBRC
986
D.B. Root & Company
Pennsylvania
$235K +$113 +1 +0%
APWA
987
Atlas Private Wealth Advisors
New Jersey
$234K -$125K -1,106 -34%
HS
988
Horan Securities
United States
$234K +$51.8K +459 +27%
HL
989
HeadInvest LLC
Maine
$233K -$122K -1,078 -34%
FM
990
Foster & Motley
Ohio
$232K -$86.1K -763 -26%
AM
991
Atwater Malick
Pennsylvania
$230K – – –
DFG
992
Demars Financial Group
Washington
$230K – – –
SFPM
993
Sensible Financial Planning & Management
Massachusetts
$229K -$9.03K -80 -4%
DCM
994
DGS Capital Management
New Jersey
$229K +$226 +2 +0.1%
PWLP
995
Prio Wealth Limited Partnership
Massachusetts
$228K -$431K -3,815 -65%
TIAM2
996
Tru Independence Asset Management 2
Oregon
$228K -$354K -3,140 -60%
AWC
997
Abundance Wealth Counselors
Pennsylvania
$228K – – –
BA
998
Ballast Advisors
Minnesota
$228K +$56.4K +500 +32%
MCA
999
MSH Capital Advisors
Arizona
$227K +$234K +2,075 New
JIP
1000
Jaffetilchin Investment Partners
Florida
$227K -$98.9K -876 -29%
38 39
40
41 42