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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
IFG Advisory
Georgia
$756K +$444K +3,898 +142%
SWM
477
SeaCrest Wealth Management
New York
$753K – – –
HCM
478
Harvey Capital Management
Florida
$740K – – –
RFN
479
RDA Financial Network
Iowa
$731K +$118K +1,039 +20%
MWM
480
Minot Wealth Management
Massachusetts
$725K +$718K +6,300 New
BZWA
481
Blue Zone Wealth Advisors
California
$725K +$725K +6,365 New
AWM
482
Altium Wealth Management
New York
$720K -$43.3K -380 -6%
FWM
483
FSA Wealth Management
Massachusetts
$715K +$715K +6,273 New
GWM
484
Geneos Wealth Management
Colorado
$714K +$24.9K +219 +4%
TL
485
TrueWealth LLC
Georgia
$694K – – –
WIA
486
World Investment Advisors
California
$688K +$133K +1,166 +24%
BCM
487
Brookstone Capital Management
Illinois
$687K +$105K +918 +18%
APW
488
Austin Private Wealth
Texas
$678K +$678K +5,954 New
SW
489
SVB Wealth
Massachusetts
$676K +$92.3K +810 +16%
LFG
490
LifePlan Financial Group
Ohio
$660K +$1.71K +15 +0.3%
LFS
491
Legacy Financial Strategies
Kansas
$659K +$310K +2,718 +89%
TAM
492
Todd Asset Management
Kentucky
$652K – – –
ATPW
493
Ashton Thomas Private Wealth
Arizona
$649K -$48.8K -428 -7%
VFA
494
Valeo Financial Advisors
Indiana
$639K +$83.6K +734 +15%
EAM
495
Evanson Asset Management
California
$638K – – –
BOTW
496
Bank of the West
California
$632K -$73K -641 -10%
CA
497
Continuum Advisory
Idaho
$632K +$53.5K +470 +9%
AWMS
498
Advocacy Wealth Management Services
Georgia
$613K +$563K +4,944 +1,121%
CCA
499
Checchi Capital Advisers
California
$609K – – –
MFS
500
McNamara Financial Services
Massachusetts
$605K +$213K +1,870 +54%
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