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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Crabel Capital Management
California
$3.5M +$3.48M +32,536 New
SHJ
502
Sharkey, Howes & Javer
Colorado
$3.48M +$241K +2,249 +7%
PPWM
503
Premier Private Wealth Management
Florida
$3.46M +$2.5M +23,352 +265%
CT
504
Coastline Trust
Rhode Island
$3.43M +$1.65M +15,428 +94%
LFAS
505
Level Four Advisory Services
Texas
$3.42M +$177K +1,655 +5%
DWP
506
Daymark Wealth Partners
Ohio
$3.4M +$3.38M +31,614 New
SW
507
SMART Wealth
Nebraska
$3.4M +$1.01M +9,438 +43%
BMCM
508
Bryn Mawr Capital Management
Pennsylvania
$3.4M +$388K +3,626 +13%
SWA
509
Strategies Wealth Advisors
Michigan
$3.4M +$620K +5,797 +23%
CIAS
510
CFS Investment Advisory Services
New Jersey
$3.37M -$66K -617 -2%
SIM
511
Synergy Investment Management
Florida
$3.36M +$1.04M +9,754 +45%
FFM
512
Flagstone Financial Management
Nebraska
$3.36M +$141K +1,323 +4%
JAA
513
Joel Adams & Associates
North Carolina
$3.33M +$511K +4,779 +18%
LFG
514
Larson Financial Group
Missouri
$3.33M +$491K +4,588 +17%
RHP
515
Royal Harbor Partners
Texas
$3.3M +$3.28M +30,708 New
AWM
516
Apollon Wealth Management
South Carolina
$3.3M +$229K +2,141 +8%
IFG
517
Independent Financial Group
California
$3.27M +$1.08M +10,107 +50%
WWA
518
WCG Wealth Advisors
Nevada
$3.27M +$219K +2,049 +7%
CAG
519
Csenge Advisory Group
Florida
$3.25M +$122K +1,138 +4%
LFWA
520
LiftPoint Family Wealth Advisors
New Jersey
$3.24M -$40.5K -379 -1%
CIM
521
Confluence Investment Management
Missouri
$3.24M -$167K -1,564 -5%
CGFA
522
Colton Groome Financial Advisors
North Carolina
$3.23M +$1.32M +12,310 +69%
FWP
523
Forefront Wealth Partners
Texas
$3.23M +$2M +18,725 +166%
FCFC
524
First Commonwealth Financial Corp
Pennsylvania
$3.23M +$49.9K +467 +2%
ML
525
McAdam LLC
Pennsylvania
$3.23M -$2.23M -20,827 -41%
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