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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
326
Private Wealth Management Group
New Jersey
$7.09M -$406K -3,780 -5%
PWM
327
Proathlete Wealth Management
Florida
$7.07M +$333K +3,100 +5%
WAS
328
Wealth Advisory Solutions
Indiana
$7.06M -$2.55M -23,676 -26%
GHA
329
Granite Harbor Advisors
Texas
$7.01M +$1.22M +11,369 +21%
WL
330
WIT LLC
District of Columbia
$7M +$424K +3,944 +6%
AFP
331
Advus Financial Partners
Florida
$6.94M +$173K +1,613 +3%
GAG
332
GM Advisory Group
New York
$6.93M +$70.5K +656 +1%
EWA
333
Exencial Wealth Advisors
Oklahoma
$6.91M +$441K +4,102 +7%
TFG
334
Tilson Financial Group
New Jersey
$6.89M +$25.8K +240 +0.4%
CAM
335
Clarity Asset Management
Iowa
$6.87M -$930K -8,650 -12%
ACM
336
AUA Capital Management
Pennsylvania
$6.86M +$800K +7,439 +13%
SLWA
337
San Luis Wealth Advisors
California
$6.86M -$281K -2,611 -4%
FCA
338
Fortis Capital Advisors
Kansas
$6.84M +$3.86M +35,937 +126%
PIFP
339
Partners in Financial Planning
Virginia
$6.83M +$918K +8,534 +15%
BFS
340
Bare Financial Services
Pennsylvania
$6.83M +$1.18M +10,989 +21%
ST
341
Smithfield Trust
Pennsylvania
$6.79M +$1.01M +9,371 +17%
PPWP
342
Premier Path Wealth Partners
New Jersey
$6.79M +$333K +3,098 +5%
QCM
343
Quantinno Capital Management
New York
$6.77M +$1.94M +18,020 +39%
SHIM
344
Stone House Investment Management
Pennsylvania
$6.72M +$1.02M +9,504 +18%
KWM
345
Kingsview Wealth Management
Oregon
$6.71M -$212K -1,970 -3%
BEI
346
Benjamin Edwards Inc
Missouri
$6.71M +$1.78M +16,583 +36%
FCAM
347
First Citizens Asset Management
North Carolina
$6.63M -$3.04M -28,284 -31%
PCG
348
Prosperity Consulting Group
Maryland
$6.52M -$32.9K -306 -0.5%
JIC
349
Joel Isaacson & Co
New York
$6.39M +$1.41M +13,080 +28%
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$6.35M – – –
12 13
14
15 16