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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
401
Greenleaf Trust
Michigan
$5.01M +$5.06M +47,063 New
SI
402
Stephens Inc
Arkansas
$5M +$56K +521 +1%
KC
403
Kades & Cheifetz
Pennsylvania
$4.97M +$1.19M +11,078 +31%
TPCW
404
TD Private Client Wealth
New York
$4.9M +$398K +3,709 +9%
PFS
405
Prospera Financial Services
Texas
$4.89M +$4.1M +38,167 +496%
HWM
406
Hassell Wealth Management
Louisiana
$4.86M +$1.07K +10 +0%
CFD
407
Creative Financial Designs
Indiana
$4.85M -$1M -9,351 -17%
ZF
408
Zhang Financial
Michigan
$4.83M +$490K +4,563 +11%
EP
409
Edgestream Partners
New Jersey
$4.82M -$3.23M -30,059 -40%
PPW
410
Presilium Private Wealth
Pennsylvania
$4.8M -$92.6K -862 -2%
SF
411
Synovus Financial
Georgia
$4.8M -$494K -4,598 -9%
CA
412
CV Advisors
Florida
$4.77M +$3.16M +29,439 +193%
BC
413
Brio Consultants
California
$4.73M +$1.14M +10,619 +31%
SWA
414
Stratos Wealth Advisors
Ohio
$4.73M -$28.9K -269 -0.6%
MCM
415
MAI Capital Management
Ohio
$4.72M +$4.76M +44,331 New
CWS
416
Confluence Wealth Services
Pennsylvania
$4.71M +$835K +7,772 +21%
GWM
417
Geneos Wealth Management
Colorado
$4.69M +$114K +1,063 +2%
CTB
418
Country Trust Bank
Illinois
$4.63M -$537 -5 -0%
SSA
419
Schonfeld Strategic Advisors
New York
$4.61M -$4.89M -45,560 -51%
FWM
420
FFT Wealth Management
Pennsylvania
$4.6M +$430 +4 +0%
TCM
421
TD Capital Management
Tennessee
$4.6M -$401K -3,734 -8%
AWE
422
Avidian Wealth Enterprises
Texas
$4.6M +$266K +2,474 +6%
PWM
423
Power Wealth Management
Georgia
$4.55M +$141K +1,309 +3%
PPWP
424
Premier Path Wealth Partners
New Jersey
$4.5M +$129K +1,199 +3%
PCG
425
Prosperity Consulting Group
Maryland
$4.48M +$57.3K +533 +1%
15 16
17
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