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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1001
Wheelhouse Advisory Group
Missouri
$444K -$54.1K -501 -11%
SPI
1002
Sutton Place Investors
New York
$444K +$138K +1,275 +45%
WAG
1003
Winthrop Advisory Group
Massachusetts
$444K +$445K +4,123 New
SPWG
1004
Sage Private Wealth Group
Illinois
$443K -$478K -4,433 -52%
HBT
1005
Hills Bank & Trust
Iowa
$442K – – –
EFG
1006
Erickson Financial Group
Pennsylvania
$437K -$43.1K -399 -9%
FA
1007
FSA Advisors
Michigan
$434K +$12.4K +115 +3%
EL
1008
EWA LLC
Pennsylvania
$434K +$181K +1,674 +70%
CWM
1009
Collaborative Wealth Management
Florida
$434K +$53.4K +495 +14%
AWM
1010
Act Wealth Management
Texas
$433K -$216K -2,000 -33%
SP
1011
Stablepoint Partners
Massachusetts
$433K -$73.9K -685 -15%
WF
1012
Welch & Forbes
Massachusetts
$432K +$434K +4,018 New
AAS
1013
Ameritas Advisory Services
Nebraska
$431K -$664K -6,151 -60%
HCA
1014
Horan Capital Advisors
Ohio
$431K -$212K -1,966 -33%
WJA
1015
Willis Johnson & Associates
Texas
$430K -$12.8K -119 -3%
FCFC
1016
First Citizens Financial Corp
Iowa
$429K +$53.3K +494 +14%
CWP
1017
Cyndeo Wealth Partners
Florida
$427K +$40K +371 +10%
WCM
1018
Windham Capital Management
Massachusetts
$425K – – –
AWM
1019
Avaii Wealth Management
Wisconsin
$425K +$31.8K +295 +8%
MPPLM
1020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$423K -$540 -5 -0.1%
CKAIS
1021
Christensen King & Associates Investment Services
Washington
$423K -$14.5K -134 -3%
GCM
1022
Gallacher Capital Management
Colorado
$422K -$73.5K -681 -15%
IFA
1023
Interactive Financial Advisors
Illinois
$421K -$876K -8,114 -67%
NCM
1024
NCM Capital Management
New Jersey
$420K – – –
AWM
1025
Altus Wealth Management
Kentucky
$418K – – –
39 40
41
42 43