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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1301
Bank OZK
Arkansas
$318K +$10.8K +100 +3%
PJSIMP
1302
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K -$21.9K -204 -6%
FCP
1303
Fidelis Capital Partners
Florida
$318K -$33.1K -308 -9%
CTWM
1304
Cherry Tree Wealth Management
Minnesota
$317K -$73.2K -681 -19%
C
1305
Certuity
Florida
$316K +$320K +2,977 New
HOWA
1306
Heritage Oak Wealth Advisors
Florida
$315K – – –
BFG
1307
Berger Financial Group
Minnesota
$315K +$1.83K +17 +0.6%
CWRP
1308
Cassady Wealth & Retirement Planning
Nevada
$314K +$1.4K +13 +0.4%
PIA
1309
Perennial Investment Advisors
California
$313K +$55.8K +519 +21%
ARG
1310
Advisory Resource Group
Oklahoma
$311K +$2.37K +22 +0.8%
ACA
1311
Atlas Capital Advisors
Wyoming
$311K +$114K +1,058 +56%
NWP
1312
NerdWallet Wealth Partners
New York
$311K +$315K +2,930 New
CAP
1313
Columbia Advisory Partners
Washington
$311K -$67.3K -626 -18%
WCG
1314
Wall Capital Group
Arizona
$311K +$315K +2,926 New
CWM
1315
Castle Wealth Management
Florida
$310K – – –
AFAS
1316
Acorn Financial Advisory Services
Virginia
$309K – – –
GAA
1317
Global Assets Advisory
Florida
$308K – – –
OIM
1318
Oder Investment Management
California
$307K +$753 +7 +0.2%
AFG
1319
Allegheny Financial Group
Pennsylvania
$306K -$8.49K -79 -3%
OC
1320
Oakworth Capital
Alabama
$305K -$10.3K -96 -3%
BWA
1321
BCU Wealth Advisors
Illinois
$305K +$309K +2,871 New
BP
1322
BBR Partners
New York
$305K -$9.46K -88 -3%
SWP
1323
Strategic Wealth Partners
Ohio
$304K -$28.4K -264 -8%
PP
1324
Patron Partners
Texas
$303K – – –
UIM
1325
Unified Investment Management
Georgia
$303K – – –
51 52
53
54 55