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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1026
Freedom Investment Management
Connecticut
$267K +$2.25K +21 +0.8%
HWA
1027
HCR Wealth Advisors
California
$267K +$53.4K +500 +25%
PWW
1028
Pettyjohn Wood & White
Virginia
$266K -$10.7K -100 -4%
SG
1029
StoneX Group
New York
$266K -$940K -8,797 -78%
JAG
1030
Journey Advisory Group
Kentucky
$266K – – –
FGA
1031
Fortis Group Advisors
New Jersey
$263K -$16.5K -154 -6%
WSFS
1032
Wilmington Savings Fund Society
Delaware
$261K – – –
EF
1033
Exeter Financial
Arizona
$260K – – –
CPA
1034
Cardiff Park Advisors
California
$260K -$18.1K -169 -6%
HCM
1035
HMS Capital Management
Tennessee
$253K – – –
HIF
1036
Hill Island Financial
Michigan
$253K -$638K -5,971 -72%
EP
1037
Essential Planning
New Hampshire
$251K -$24.6K -230 -9%
NCM
1038
Northland Capital Management
Minnesota
$250K – – –
LA
1039
Legacy Advisors
Pennsylvania
$249K +$249K +2,334 New
WCFA
1040
Walkner Condon Financial Advisors
Wisconsin
$248K -$126K -1,175 -34%
C
1041
Covestor
United Kingdom
$247K +$8.23K +77 +3%
TFA
1042
Teamwork Financial Advisors
Texas
$246K -$277K -2,595 -53%
BO
1043
Bank OZK
Arkansas
$244K -$11.5K -108 -5%
MFG
1044
Merit Financial Group
Georgia
$243K -$316K -2,958 -56%
VHAM
1045
Van Hulzen Asset Management
California
$243K – – –
AWMS
1046
Advocacy Wealth Management Services
Georgia
$243K +$243K +2,276 New
CCMG
1047
Clark Capital Management Group
Pennsylvania
$240K -$1.86M -17,357 -89%
TDWM
1048
Topel & Distasi Wealth Management
California
$239K – – –
VCM
1049
Verde Capital Management
Michigan
$238K +$7.7K +72 +3%
DIP
1050
DT Investment Partners
Pennsylvania
$238K +$97.9K +916 +69%
40 41
42
43 44