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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1051
GEM Asset Management
Michigan
$531K -$194K -1,868 -27%
IW
1052
Instrumental Wealth
Florida
$531K +$1.25K +12 +0.2%
CC
1053
Capstone Capital
Nevada
$528K -$23.9K -230 -4%
WAG
1054
Winthrop Advisory Group
Massachusetts
$527K +$21.9K +211 +4%
OWP
1055
Obermeyer Wealth Partners
Colorado
$525K +$276K +2,651 +112%
CB
1056
Centennial Bank
Arkansas
$522K – – –
DTC
1057
Davidson Trust Company
Washington
$522K – – –
HFAS
1058
Hummer Financial Advisory Services
Illinois
$522K – – –
MMG
1059
Monetary Management Group
Missouri
$522K – – –
SFP
1060
Sandbox Financial Partners
Maryland
$522K +$16.5K +159 +3%
AWM
1061
Aries Wealth Management
Maine
$520K – – –
AC
1062
AIFG Consultants
New York
$520K -$144K -1,382 -22%
AWAG
1063
ARS Wealth Advisors Group
Florida
$518K – – –
OFP
1064
OLIO Financial Planning
Virginia
$518K -$1.35K -13 -0.3%
WCWM
1065
Willow Creek Wealth Management
California
$518K +$3.85K +37 +0.8%
HIM
1066
Harbour Investment Management
Washington
$517K – – –
FFL
1067
Financial Freedom LLC
Ohio
$515K -$100K -965 -16%
TW
1068
TritonPoint Wealth
Maryland
$514K -$46.4K -446 -8%
HBT
1069
Hills Bank & Trust
Iowa
$513K – – –
TAM
1070
Titleist Asset Management
Texas
$512K -$1.46K -14 -0.3%
AA
1071
Armis Advisers
Georgia
$511K +$25.3K +243 +5%
EIP
1072
Ellis Investment Partners
Pennsylvania
$510K +$4.05K +39 +0.8%
MCA
1073
MSH Capital Advisors
Arizona
$509K +$142K +1,368 +39%
OC
1074
Oakworth Capital
Alabama
$509K +$507K +4,872 New
SL
1075
SWMG LLC
Texas
$509K +$72.3K +695 +16%
41 42
43
44 45