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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
426
Bank of the West
California
$706K -$344K -3,015 -33%
DAS
427
Dynamic Advisor Solutions
Arizona
$700K +$154K +1,349 +28%
ATPW
428
Ashton Thomas Private Wealth
Arizona
$699K -$2.8M -24,582 -80%
IFA
429
Interactive Financial Advisors
Illinois
$698K -$63.8K -559 -8%
TL
430
TrueWealth LLC
Georgia
$695K +$5.59K +49 +0.8%
GWM
431
Geneos Wealth Management
Colorado
$690K +$570 +5 +0.1%
HFA
432
Huber Financial Advisors
Illinois
$680K +$386K +3,382 +131%
WSFS
433
Wilmington Savings Fund Society
Delaware
$661K – – –
LFG
434
LifePlan Financial Group
Ohio
$660K -$15.4K -135 -2%
TAM
435
Todd Asset Management
Kentucky
$653K – – –
IWM
436
IHT Wealth Management
Illinois
$650K +$268K +2,347 +70%
PP
437
Palladium Partners
Virginia
$647K +$51.6K +452 +8%
ACS
438
Archford Capital Strategies
Illinois
$642K +$50.2K +440 +8%
EAM
439
Evanson Asset Management
California
$639K – – –
PPA
440
Parametric Portfolio Associates
Washington
$625K -$83.3K -730 -12%
RVPG
441
Relative Value Partners Group
$623K +$313K +2,740 +101%
KCM
442
Kanawha Capital Management
Virginia
$620K +$107K +942 +21%
LSPW
443
Lake Street Private Wealth
Illinois
$616K +$615K +5,395 New
RIA
444
Realta Investment Advisors
Delaware
$615K -$333K -2,917 -35%
CCA
445
Checchi Capital Advisers
California
$610K +$913 +8 +0.1%
NAM
446
NTV Asset Management
West Virginia
$605K – – –
RFN
447
RDA Financial Network
Iowa
$600K -$317K -2,781 -35%
VHAM
448
Van Hulzen Asset Management
California
$599K -$91.3K -800 -13%
BCM
449
Brookstone Capital Management
Illinois
$584K -$4.12M -36,134 -88%
SW
450
SVB Wealth
Massachusetts
$584K -$69.7K -611 -11%
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18
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