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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1251
Next Level Private
New York
$311K -$18.5K -178 -6%
HOWA
1252
Heritage Oak Wealth Advisors
Florida
$311K – – –
ITB
1253
Idaho Trust Bank
Idaho
$309K – – –
T
1254
Transce3nd
Texas
$307K +$25.4K +244 +9%
CCM
1255
Charter Capital Management
Wisconsin
$307K +$305K +2,937 New
BF
1256
Bonfire Financial
Colorado
$307K +$305K +2,936 New
GCM
1257
Gallacher Capital Management
Colorado
$306K -$13.7K -132 -4%
AFO
1258
Arrowroot Family Office
California
$305K +$304K +2,923 New
AFAS
1259
Acorn Financial Advisory Services
Virginia
$305K -$64.9K -624 -18%
TNBTD
1260
Trustmark National Bank Trust Department
Mississippi
$304K – – –
PAS
1261
PKS Advisory Services
New York
$302K +$2.39K +23 +0.8%
CA
1262
Cumberland Advisors
Florida
$302K -$39K -375 -11%
MFA
1263
Millington Financial Advisors
Illinois
$302K +$51.7K +497 +21%
VAG
1264
VisionPoint Advisory Group
Texas
$301K +$299K +2,877 New
IWP
1265
Innova Wealth Partners
Pennsylvania
$300K -$5.2K -50 -2%
BP
1266
BBR Partners
New York
$300K – – –
RWM
1267
Riverbend Wealth Management
South Carolina
$299K -$1.77K -17 -0.6%
SFP
1268
Shepherd Financial Partners
Massachusetts
$299K +$297K +2,861 New
UIM
1269
Unified Investment Management
Georgia
$298K – – –
IWN
1270
Independent Wealth Network
Iowa
$298K +$48.2K +464 +19%
QPWM
1271
Quadrant Private Wealth Management
Pennsylvania
$296K +$295K +2,835 New
KFGK
1272
Keystone Financial Group (Kentucky)
Kentucky
$295K +$68K +654 +30%
PL
1273
Plancorp LLC
Missouri
$295K +$293K +2,820 New
AC
1274
Addison Capital
Pennsylvania
$294K – – –
FCA
1275
FLC Capital Advisors
California
$294K +$75.7K +728 +35%
49 50
51
52 53