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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
1201
Fiscal Wisdom Wealth Management
Connecticut
$411K +$29.4K +275 +8%
PIA
1202
Perennial Investment Advisors
California
$410K +$91.5K +856 +29%
BWMG
1203
Barnes Wealth Management Group
California
$409K +$7.91K +74 +2%
CA
1204
Clune & Associates
Illinois
$406K -$783K -7,325 -66%
DWS
1205
Discipline Wealth Solutions
South Carolina
$405K -$276K -2,583 -41%
WA
1206
WBH Advisory
Maryland
$405K +$48.9K +457 +14%
AWM
1207
Altus Wealth Management
Kentucky
$404K – – –
RMP
1208
Richards, Merrill & Peterson
Washington
$404K – – –
CF
1209
Convergence Financial
Missouri
$402K +$400K +3,740 New
VFG
1210
Valley Financial Group
Pennsylvania
$402K -$22.5K -210 -5%
AWA
1211
ARQ Wealth Advisors
Arizona
$402K +$406K +3,794 New
ALA
1212
Atlas Legacy Advisors
California
$401K -$69.5K -650 -15%
TBT
1213
Texas Bank & Trust
Texas
$400K +$128K +1,199 +48%
WAAG
1214
Wealth Alliance Advisory Group
Kansas
$400K – – –
EB
1215
Eastern Bank
Massachusetts
$400K -$43.4K -406 -10%
OC
1216
Oakworth Capital
Alabama
$399K +$89.6K +838 +29%
IAIM
1217
International Assets Investment Management
Florida
$399K – – –
UA
1218
URS Advisory
Florida
$398K +$9.41K +88 +2%
MPCG
1219
Matrix Private Capital Group
New York
$398K +$10.7K +100 +3%
SCA
1220
Sandy Cove Advisors
Massachusetts
$397K -$1.6K -15 -0.4%
SIC
1221
Sigma Investment Counselors
Michigan
$397K +$45.6K +426 +13%
OCM
1222
Objective Capital Management
Ohio
$393K – – –
AWP
1223
Axis Wealth Partners
Rhode Island
$391K +$48.3K +452 +14%
HKIM
1224
Hayek Kallen Investment Management
Alabama
$391K +$88.8K +830 +30%
WG
1225
Welch Group
Alabama
$391K – – –
47 48
49
50 51