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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
376
My Legacy Advisors
Oregon
$3.02M -$66.8K -628 -2%
VWA
377
Visionary Wealth Advisors
Illinois
$3.01M +$346K +3,259 +12%
AFG
378
Albion Financial Group
Utah
$2.99M +$1.65M +15,562 +114%
KWS
379
Keystone Wealth Services
California
$2.99M -$817K -7,684 -21%
SFG
380
Sowa Financial Group
Rhode Island
$2.95M -$107K -1,005 -3%
CFS
381
Cannon Financial Strategists
Georgia
$2.93M -$951K -8,947 -24%
EWMCB
382
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.92M +$39.3K +370 +1%
SW
383
SteelPeak Wealth
California
$2.86M -$771K -7,254 -21%
MPM
384
Meritage Portfolio Management
Kansas
$2.85M -$463K -4,353 -14%
1CP
385
1607 Capital Partners
Virginia
$2.85M -$245K -2,300 -8%
IWS
386
Insight Wealth Strategies
California
$2.81M – – –
AFP
387
Ausdal Financial Partners
Iowa
$2.79M -$418K -3,933 -13%
WFPG
388
Waller Financial Planning Group
Ohio
$2.77M -$469K -4,413 -14%
MFG
389
Merit Financial Group
Georgia
$2.76M -$1.61M -15,187 -36%
SGCA
390
Steel Grove Capital Advisors
Tennessee
$2.74M +$2.84M +26,685 New
TAM
391
Tocqueville Asset Management
New York
$2.73M – – –
ZB
392
Zions Bancorporation
Utah
$2.71M -$6M -56,458 -68%
KWM
393
Kingsview Wealth Management
Oregon
$2.7M +$925K +8,703 +49%
CT
394
Columbia Trust
Oregon
$2.69M +$74.4K +700 +3%
BWP
395
Bernardo Wealth Planning
Pennsylvania
$2.69M +$1.69M +15,901 +153%
QAM
396
Q3 Asset Management
Michigan
$2.68M +$2.78M +26,145 New
NAS
397
Nicolet Advisory Services
Wisconsin
$2.66M +$525K +4,937 +24%
PCWA
398
Pacific Capital Wealth Advisors
California
$2.65M +$15K +141 +0.5%
FNBOSM
399
First National Bank of South Miami
Florida
$2.64M -$77.1K -725 -3%
HWMA
400
Heritage Wealth Management (Arizona)
Arizona
$2.62M +$484K +4,551 +22%
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