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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
426
Northwest Wealth Management
Iowa
$1.01M +$1.59K +14 +0.2%
CA
427
Calton & Associates
Florida
$1.01M +$226K +1,988 +29%
CWA
428
Capital Wealth Alliance
Arizona
$1M +$985K +8,651 New
CWM
429
Calamos Wealth Management
Illinois
$1M -$488K -4,280 -33%
ECM
430
Exchange Capital Management
Michigan
$988K +$139K +1,217 +16%
TC
431
TownSquare Capital
Utah
$976K +$67.9K +596 +7%
WCF
432
West Coast Financial
California
$972K – – –
AIM
433
Axiom Investment Management
New York
$969K -$109K -961 -10%
EWG
434
Executive Wealth Group
Washington
$950K +$6.38K +56 +0.7%
NAM
435
NTV Asset Management
West Virginia
$945K +$342K +3,000 +57%
TI
436
Truepoint Inc
Ohio
$937K +$937K +8,224 New
PCM
437
Parsons Capital Management
Rhode Island
$934K +$11.4K +100 +1%
SPA
438
Sentinel Pension Advisors
Massachusetts
$930K +$930K +8,162 New
AF
439
Arrow Financial
New York
$916K +$128K +1,125 +16%
CT
440
Cambridge Trust
Massachusetts
$915K +$103K +900 +13%
IWMA
441
Ironwood Wealth Management (Arizona)
Arizona
$900K +$683 +6 +0.1%
SFG
442
SNS Financial Group
Minnesota
$889K – – –
CWP
443
Capital Wealth Planning
Florida
$888K -$7.97K -70 -0.9%
UWM
444
USAdvisors Wealth Management
Minnesota
$886K -$3.99K -35 -0.4%
PCM
445
Pennsylvania Capital Management
Pennsylvania
$880K +$880K +7,729 New
MPPLM
446
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$877K -$460K -4,039 -42%
PAMG
447
Patton Albertson Miller Group
Tennessee
$877K – – –
UR
448
USCA RIA
Texas
$877K +$513K +4,500 +141%
CMO
449
Covenant Multifamily Offices
Texas
$873K +$26.2K +230 +3%
ACS
450
Archford Capital Strategies
Illinois
$865K +$224K +1,970 +35%
16 17
18
19 20