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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
301
Sutton Wealth Advisors
Florida
$631K +$55.3K +505 +9%
SFS
302
Sowell Financial Services
Arkansas
$627K +$637K +5,814 New
CS
303
Comerica Securities
Michigan
$617K +$353K +3,222 +133%
IA
304
Independence Advisors
Pennsylvania
$617K +$625K +5,705 New
JWS
305
Juncture Wealth Strategies
Arizona
$586K +$593K +5,417 New
FMWA
306
Forvis Mazars Wealth Advisors
Missouri
$580K +$10.7K +98 +2%
WP
307
WMS Partners
Maryland
$566K – – –
OWM
308
Orgel Wealth Management
Wisconsin
$554K +$561K +5,121 New
CFS
309
Commonwealth Financial Services
West Virginia
$546K – – –
VCM
310
Versant Capital Management
Arizona
$544K -$364K -3,320 -40%
WIM
311
Westside Investment Management
California
$533K +$536K +4,895 New
SHWM
312
Smith & Howard Wealth Management
Georgia
$529K +$536K +4,894 New
GWA
313
Guidant Wealth Advisors
Illinois
$517K -$321K -2,929 -38%
WA
314
Winfield Associates
Ohio
$495K -$110K -1,000 -18%
TFA
315
Transamerica Financial Advisors
Florida
$491K -$276K -2,518 -36%
BBA
316
BLB&B Advisors
Pennsylvania
$487K – – –
HCIA
317
Hochman Cole Investment Advisors
Illinois
$481K +$486K +4,442 New
AIP
318
Ameritas Investment Partners
Nebraska
$478K +$17.7K +162 +4%
FNBOO
319
First National Bank of Omaha
Nebraska
$473K +$133K +1,218 +39%
SFM
320
Signature Financial Management
Virginia
$468K – – –
NAM
321
NTV Asset Management
West Virginia
$465K – – –
BFC
322
Blue Fin Capital
Rhode Island
$454K -$33.4K -305 -7%
FHA
323
Flagship Harbor Advisors
Massachusetts
$449K +$455K +4,158 New
MFT
324
Moisand Fitzgerald Tamayo
Florida
$441K – – –
SIA
325
Spruce Investment Advisors
Connecticut
$435K -$15.9M -145,176 -97%
11 12
13
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