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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Centurion Wealth Management
Virginia
$471K +$467K +4,337 New
COCM
1027
Charter Oak Capital Management
New Hampshire
$471K -$99.5K -923 -18%
SIA
1028
Soltis Investment Advisors
Utah
$471K +$210K +1,949 +82%
FWA
1029
FOCUS Wealth Advisors
Texas
$469K – – –
FA
1030
Fiducient Advisors
Illinois
$467K +$463K +4,298 New
EFG
1031
Ethos Financial Group
Pennsylvania
$466K – – –
WG
1032
Wealth Group
North Carolina
$464K +$101K +934 +28%
DAC
1033
Dividend Assets Capital
South Carolina
$463K – – –
PWM
1034
Palumbo Wealth Management
New York
$461K +$34.4K +319 +8%
SMC
1035
Smith, Moore & Co
Missouri
$461K +$1.4K +13 +0.3%
SWP
1036
Summit Wealth Partners
Florida
$460K +$57.1K +530 +14%
RF
1037
RHS Financial
California
$459K +$455K +4,222 New
AFO
1038
Arrowroot Family Office
California
$459K -$2.59K -24 -0.6%
TCA
1039
Transcend Capital Advisors
New Jersey
$456K -$70.7K -656 -14%
FAFN
1040
First Affirmative Financial Network
Colorado
$454K -$32.4K -301 -7%
IIC
1041
Integrated Investment Consultants
Michigan
$452K -$35.7K -331 -7%
LW
1042
Linscomb Wealth
Texas
$451K -$35.1K -326 -7%
DW30
1043
Drucker Wealth 3.0
New Jersey
$450K -$202K -1,871 -31%
EL
1044
EWA LLC
Pennsylvania
$449K -$56.7K -526 -11%
FFM
1045
Flagstone Financial Management
Nebraska
$448K -$2.48K -23 -0.6%
HBT
1046
Hills Bank & Trust
Iowa
$447K – – –
AWM
1047
Act Wealth Management
Texas
$446K +$5.82K +54 +1%
NWM
1048
Northwest Wealth Management
Iowa
$446K +$43.4K +403 +11%
WH
1049
Whitcomb & Hess
Ohio
$445K -$2.91K -27 -0.7%
HNB
1050
Hilltop National Bank
Wyoming
$445K +$142K +1,317 +47%
40 41
42
43 44