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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
Objective Capital Management
Ohio
$357K – – –
NCM
1202
Northland Capital Management
Minnesota
$356K – – –
SFS
1203
Sharp Financial Services
Pennsylvania
$354K -$32.2K -300 -8%
BTI
1204
Blue Trust Inc
Georgia
$354K -$353K -3,285 -50%
CAWM
1205
Capital A Wealth Management
Pennsylvania
$353K +$356K +3,315 New
ACP
1206
Aviance Capital Partners
Florida
$352K – – –
NWAG
1207
Net Worth Advisory Group
Utah
$352K +$51.9K +483 +17%
TC
1208
Tenret Company
Florida
$348K – – –
HTC
1209
Haverford Trust Company
Pennsylvania
$347K – – –
VP
1210
Verum Partners
North Carolina
$345K +$3.22K +30 +0.9%
BHWM
1211
Bar Harbor Wealth Management
New Hampshire
$343K -$58.9K -548 -15%
MOS
1212
MGO One Seven
Ohio
$343K +$64.2K +598 +23%
DW30
1213
Drucker Wealth 3.0
New Jersey
$342K -$99.8K -929 -22%
CA
1214
Cumberland Advisors
Florida
$341K +$31.7K +295 +10%
CAM
1215
Concorde Asset Management
Michigan
$337K +$1.5K +14 +0.4%
MF
1216
Manuka Financial
Virginia
$335K +$338K +3,146 New
BFA
1217
Bright Financial Advisors
Michigan
$333K – – –
HPC
1218
HM Payson & Co
Maine
$333K – – –
AWM
1219
Able Wealth Management
New Jersey
$333K +$10.1K +94 +3%
SWP
1220
Strategic Wealth Partners
Ohio
$330K -$4.08K -38 -1%
TF
1221
TME Financial
California
$327K +$324K +3,015 New
NWM
1222
Northwest Wealth Management
Iowa
$327K -$111K -1,033 -25%
BJL
1223
Brighton Jones LLC
Washington
$325K +$327K +3,047 New
AIC
1224
Allodium Investment Consultants
Minnesota
$322K +$325K +3,024 New
EF
1225
Elite Financial
Idaho
$322K +$326K +3,030 New
47 48
49
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