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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
376
Foundations Investment Advisors
Arizona
$5.79M +$1.24M +11,550 +27%
SHIM
377
Stone House Investment Management
Pennsylvania
$5.76M -$185K -1,732 -3%
VA
378
Veratis Advisors
North Carolina
$5.76M +$5.69M +53,101 New
ZF
379
Zhang Financial
Michigan
$5.75M +$1.06M +9,904 +23%
SWM
380
Seaside Wealth Management
California
$5.73M -$66.2K -618 -1%
BFS
381
Bare Financial Services
Pennsylvania
$5.71M +$1.97M +18,356 +53%
LWM
382
Level Wealth Management
North Carolina
$5.69M -$97.6K -912 -2%
AFP
383
Alpha Financial Partners
Kentucky
$5.62M +$25.3K +236 +0.5%
DWM
384
Dogwood Wealth Management
Kansas
$5.61M -$889K -8,302 -14%
TIA
385
Traphagen Investment Advisors
New Jersey
$5.58M +$447K +4,173 +9%
OAP
386
One Advisory Partners
Kansas
$5.57M +$453K +4,232 +9%
EP
387
Edgestream Partners
New Jersey
$5.54M -$1.01M -9,456 -15%
EB
388
Exchange Bank
California
$5.5M – – –
FWM
389
Forza Wealth Management
Florida
$5.43M -$203K -1,900 -4%
GWA
390
Gutierrez Wealth Advisory
Arkansas
$5.4M +$126K +1,176 +2%
CC
391
Centiva Capital
New York
$5.36M +$5.35M +50,000 New
CCM
392
Crabel Capital Management
California
$5.35M +$3.02M +28,181 +129%
DIA
393
Davidson Investment Advisors
Montana
$5.34M -$304K -2,842 -5%
KF
394
K2 Financial
California
$5.3M +$201K +1,873 +4%
WPW
395
Watershed Private Wealth
Illinois
$5.27M +$78.6K +734 +2%
EWM
396
Empirical Wealth Management
Washington
$5.25M -$11K -103 -0.2%
PWP
397
Precedent Wealth Partners
Texas
$5.24M -$91.6K -856 -2%
PFPG
398
Pinnacle Financial Partners (Georgia)
Georgia
$5.24M +$5.24M +48,947 New
AIA
399
Armor Investment Advisors
North Carolina
$5.23M +$219K +2,041 +4%
ML
400
McAdam LLC
Pennsylvania
$5.21M +$901K +8,417 +21%
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