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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1101
Patriot Financial Group Insurance Agency
Massachusetts
$555K -$267K -2,494 -33%
SA
1102
Stewardship Advisors
Pennsylvania
$553K -$12.1K -113 -2%
IAS
1103
Insigneo Advisory Services
Florida
$551K – – –
TWM
1104
Thryve Wealth Management
Texas
$551K -$203K -1,894 -27%
GD
1105
Grandfield & Dodd
New York
$550K – – –
CMI
1106
Clare Market Investments
Texas
$549K – – –
NFTC
1107
North Forty Two & Co
Oregon
$547K -$567K -5,300 -51%
MCWS
1108
McKinley Carter Wealth Services
West Virginia
$546K +$107 +1 +0%
LWPC
1109
Legacy Wealth Partners (Colorado)
Colorado
$545K -$324K -3,034 -37%
NCM
1110
Noesis Capital Mangement
Florida
$541K +$74.9K +700 +16%
CAM
1111
Capital Asset Management
Colorado
$539K -$2.03K -19 -0.4%
HFAS
1112
Hummer Financial Advisory Services
Illinois
$538K – – –
NP
1113
NorthRock Partners
Minnesota
$538K -$19.1K -179 -3%
EK
1114
Evensky & Katz
Florida
$537K +$2.03K +19 +0.4%
II
1115
Impact Investors
California
$534K -$1.39K -13 -0.3%
WA
1116
WPG Advisers
Maryland
$529K -$6.95K -65 -1%
OFP
1117
OLIO Financial Planning
Virginia
$529K – – –
BFG
1118
Beacon Financial Group
Texas
$528K +$749 +7 +0.1%
ACM
1119
Advance Capital Management
Michigan
$528K +$7.27K +68 +1%
1WM
1120
1900 Wealth Management
Texas
$526K -$33.4K -312 -6%
LIA
1121
Lynx Investment Advisory
District of Columbia
$523K -$7.49K -70 -1%
TWP
1122
Tenet Wealth Partners
Illinois
$523K +$529K +4,942 New
IAG
1123
Investment Advisory Group
Massachusetts
$517K – – –
CAM
1124
Clark Asset Management
New Hampshire
$516K +$304K +2,846 +146%
ONB
1125
Old National Bancorp
Indiana
$515K -$227K -2,123 -31%
43 44
45
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