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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1051
Succession Financial
Texas
$638K +$634K +5,926 New
HHWM
1052
Hiley Hunt Wealth Management
Nebraska
$636K +$239K +2,239 +61%
EFM
1053
Eley Financial Management
Vermont
$633K – – –
LWA
1054
Lifelong Wealth Advisors
Minnesota
$628K -$1.39K -13 -0.2%
AWS
1055
Aspen Wealth Strategies
Colorado
$625K -$36.3K -339 -6%
FW
1056
Fairway Wealth
Ohio
$623K +$69.2K +647 +13%
OWP
1057
Obermeyer Wealth Partners
Colorado
$622K -$37.6K -352 -6%
VCA
1058
Verdence Capital Advisors
Maryland
$619K -$584K -5,460 -49%
RIP
1059
RAM Investment Partners
Washington
$617K -$214 -2 -0%
RWM
1060
Rialto Wealth Management
New York
$616K -$140K -1,310 -19%
SCM
1061
Seascape Capital Management
New Hampshire
$615K – – –
EFG
1062
Everhart Financial Group
Ohio
$611K -$629K -5,877 -51%
WFA
1063
Wellspring Financial Advisors
Ohio
$606K +$16.5K +154 +3%
SRB
1064
Shotwell Rutter Baer
Michigan
$605K -$963 -9 -0.2%
TWM
1065
Tradition Wealth Management
Minnesota
$603K -$146K -1,367 -20%
CG
1066
CFO4Life Group
Texas
$601K – – –
BCM
1067
Brasada Capital Management
Texas
$598K -$420K -3,923 -41%
FSA
1068
Financial Sense Advisors
California
$597K +$11.8K +110 +2%
FA
1069
Fullerton Advisors
California
$595K +$9.95K +93 +2%
C
1070
Covestor
United Kingdom
$594K +$55.5K +519 +10%
UFA
1071
Uptown Financial Advisors
Texas
$594K – – –
MCM
1072
Monument Capital Management
Virginia
$593K +$590K +5,513 New
PCA
1073
Pallas Capital Advisors
Massachusetts
$593K – – –
APWM
1074
Argonautica Private Wealth Management
Massachusetts
$593K – – –
CCA
1075
Cadent Capital Advisors
Oklahoma
$591K +$4.71K +44 +0.8%
41 42
43
44 45