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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
1251
Heritage Oak Wealth Advisors
Florida
$311K – – –
ITB
1252
Idaho Trust Bank
Idaho
$309K – – –
T
1253
Transce3nd
Texas
$307K +$25.4K +244 +9%
CCM
1254
Charter Capital Management
Wisconsin
$307K +$305K +2,937 New
BF
1255
Bonfire Financial
Colorado
$307K +$305K +2,936 New
GCM
1256
Gallacher Capital Management
Colorado
$306K -$13.7K -132 -4%
AFO
1257
Arrowroot Family Office
California
$305K +$304K +2,923 New
AFAS
1258
Acorn Financial Advisory Services
Virginia
$305K -$64.9K -624 -18%
TNBTD
1259
Trustmark National Bank Trust Department
Mississippi
$304K – – –
PAS
1260
PKS Advisory Services
New York
$302K +$2.39K +23 +0.8%
CA
1261
Cumberland Advisors
Florida
$302K -$39K -375 -11%
MFA
1262
Millington Financial Advisors
Illinois
$302K +$51.7K +497 +21%
VAG
1263
VisionPoint Advisory Group
Texas
$301K +$299K +2,877 New
IWP
1264
Innova Wealth Partners
Pennsylvania
$300K -$5.2K -50 -2%
BP
1265
BBR Partners
New York
$300K – – –
RWM
1266
Riverbend Wealth Management
South Carolina
$299K -$1.77K -17 -0.6%
SFP
1267
Shepherd Financial Partners
Massachusetts
$299K +$297K +2,861 New
UIM
1268
Unified Investment Management
Georgia
$298K – – –
IWN
1269
Independent Wealth Network
Iowa
$298K +$48.2K +464 +19%
QPWM
1270
Quadrant Private Wealth Management
Pennsylvania
$296K +$295K +2,835 New
KFGK
1271
Keystone Financial Group (Kentucky)
Kentucky
$295K +$68K +654 +30%
PL
1272
Plancorp LLC
Missouri
$295K +$293K +2,820 New
AC
1273
Addison Capital
Pennsylvania
$294K – – –
FCA
1274
FLC Capital Advisors
California
$294K +$75.7K +728 +35%
HKIM
1275
Hayek Kallen Investment Management
Alabama
$293K +$291K +2,800 New
49 50
51
52 53