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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1026
Callan Capital
California
$270K +$278K +2,635 New
IBOK
1027
Independence Bank of Kentucky
Kentucky
$270K – – –
PWA
1028
Pillar Wealth Advisors
Pennsylvania
$269K – – –
BA
1029
Bridge Advisory
California
$266K +$274K +2,593 New
C1AG
1030
Client 1st Advisory Group
Florida
$263K – – –
NCM
1031
Northwest Capital Management
Oregon
$261K -$264K -2,506 -50%
OPWM
1032
Oxinas Partners Wealth Management
Indiana
$261K +$1.27K +12 +0.5%
HCA
1033
Harbour Capital Advisors
Virginia
$260K +$268K +2,540 New
PWM
1034
Palumbo Wealth Management
New York
$260K +$527 +5 +0.2%
NAS
1035
NWF Advisory Services
California
$258K – – –
FA
1036
Fermata Advisors
California
$258K +$265K +2,517 New
FF
1037
Francis Financial
$257K +$264K +2,505 New
WH
1038
Whitcomb & Hess
Ohio
$257K +$316 +3 +0.1%
HWA
1039
HCR Wealth Advisors
California
$256K – – –
MOS
1040
MGO One Seven
Ohio
$256K +$263K +2,494 New
SWP
1041
Strategic Wealth Partners
Ohio
$254K -$39.1K -371 -13%
NL
1042
NEPC LLC
Massachusetts
$253K +$261K +2,472 New
PWM
1043
PBMares Wealth Management
Virginia
$251K -$46.3K -439 -15%
CPA
1044
Cardiff Park Advisors
California
$251K +$1.05K +10 +0.4%
CFS
1045
Commonwealth Financial Services
West Virginia
$250K +$258K +2,442 New
C
1046
Covestor
United Kingdom
$249K +$12.6K +119 +5%
LA
1047
Legacy Advisors
Pennsylvania
$248K +$8.86K +84 +4%
OPPS
1048
Obsidian Personal Planning Solutions
Maryland
$246K +$253K +2,403 New
AWM
1049
Avaii Wealth Management
Wisconsin
$246K +$253K +2,395 New
HIF
1050
Hill Island Financial
Michigan
$244K +$1.69K +16 +0.7%
40 41
42
43 44