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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
476
TD Capital Management
Tennessee
$3.97M -$150K -1,403 -4%
PHWA
477
Petersen Hastings Wealth Advisors
Washington
$3.95M – – –
ERIC
478
Eagle Rock Investment Company
Georgia
$3.95M +$28.3K +265 +0.7%
KWA
479
Kingswood Wealth Advisors
California
$3.95M -$364K -3,405 -8%
WF
480
Wayfinding Financial
Washington
$3.9M -$65.8K -615 -2%
SPC
481
Sigma Planning Corp
Michigan
$3.88M -$5.83M -54,476 -60%
FF
482
Francis Financial
$3.82M -$22.5K -210 -0.6%
RIM
483
Redwood Investment Management
Arizona
$3.77M +$461K +4,311 +14%
RCM
484
Robinson Capital Management
Michigan
$3.77M +$3.74M +35,000 New
MWM
485
Modern Wealth Management
Kansas
$3.77M +$716K +6,692 +24%
SB
486
Strategic Blueprint
Georgia
$3.73M -$172K -1,607 -4%
EFG
487
Ethos Financial Group
Pennsylvania
$3.66M +$409K +3,826 +13%
GWA
488
Gutierrez Wealth Advisory
Arkansas
$3.65M -$1.89M -17,652 -34%
WS
489
Wedbush Securities
California
$3.63M -$38.5K -360 -1%
VCP
490
Verus Capital Partners
Arizona
$3.63M -$250K -2,340 -6%
MWM
491
Meridian Wealth Management
Kentucky
$3.63M +$1.84M +17,229 +105%
MA
492
MCF Advisors
Kentucky
$3.61M +$998K +9,328 +38%
MPWS
493
McCarter Private Wealth Services
Massachusetts
$3.6M +$3.58M +33,451 New
SAM
494
Smithbridge Asset Management
Pennsylvania
$3.59M -$114K -1,070 -3%
TWM
495
Trinity Wealth Management
Pennsylvania
$3.57M +$9.3K +87 +0.3%
CPIG
496
Chicago Partners Investment Group
Illinois
$3.55M +$400K +3,737 +12%
OG
497
Odyssey Group
Pennsylvania
$3.55M +$3.53M +32,971 New
CAWM
498
Capital Advisors Wealth Management
Washington
$3.53M -$178K -1,663 -5%
SF
499
Symphony Financial
Texas
$3.52M -$80.1K -749 -2%
CCM
500
Crabel Capital Management
California
$3.5M +$3.48M +32,536 New
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