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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
II
1026
Impact Investors
California
$577K +$567K +5,420 New
SFM
1027
Signet Financial Management
New Jersey
$576K +$237K +2,260 +72%
HNWAG
1028
High Net Worth Advisory Group
Florida
$575K – – –
CWM
1029
Calamos Wealth Management
Illinois
$571K -$9.63K -92 -2%
CCA
1030
Cadent Capital Advisors
Oklahoma
$571K -$9.52K -91 -2%
PCA
1031
Pallas Capital Advisors
Massachusetts
$570K – – –
RIP
1032
RAM Investment Partners
Washington
$570K -$52.3K -500 -9%
MCM
1033
Maple Capital Management
Vermont
$567K +$73.6K +703 +15%
CC
1034
Copperleaf Capital
North Carolina
$565K +$22.6K +216 +4%
WWG
1035
West Wealth Group
California
$564K +$215K +2,059 +64%
NB
1036
NBT Bank
New York
$562K -$131K -1,250 -19%
FWP
1037
Firethorn Wealth Partners
Georgia
$560K +$126K +1,203 +30%
FNB
1038
Farmers National Bank
Kentucky
$560K +$79.4K +759 +17%
AWS
1039
Aspen Wealth Strategies
Colorado
$557K -$107K -1,023 -16%
TWM
1040
Tradition Wealth Management
Minnesota
$554K – – –
1WM
1041
1900 Wealth Management
Texas
$553K -$60.1K -574 -10%
IW
1042
Instrumental Wealth
Florida
$552K +$2.3K +22 +0.4%
OWP
1043
Obermeyer Wealth Partners
Colorado
$552K +$16.5K +158 +3%
GAM
1044
GEM Asset Management
Michigan
$547K +$4.29K +41 +0.8%
AAS
1045
Annex Advisory Services
Wisconsin
$547K -$562K -5,371 -51%
VAG
1046
VisionPoint Advisory Group
Texas
$546K +$235K +2,246 +78%
GD
1047
Grandfield & Dodd
New York
$545K – – –
CA
1048
Calton & Associates
Florida
$544K +$148K +1,411 +38%
IG
1049
IFS Group
Pennsylvania
$543K +$535K +5,108 New
VFPW
1050
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K -$7.33K -70 -1%
40 41
42
43 44