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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
501
KFA Private Wealth Group
Virginia
$605K +$605K +5,310 New
RHP
502
Royal Harbor Partners
Texas
$597K +$597K +5,243 New
WSFS
503
Wilmington Savings Fund Society
Delaware
$588K -$71.9K -631 -11%
RRWA
504
Rainey & Randall Wealth Advisors
Florida
$585K -$233K -2,043 -28%
PA
505
PFG Advisors
Arizona
$582K +$72.4K +636 +14%
WT
506
Whittier Trust
California
$578K – – –
KFI
507
Key Financial Inc
Pennsylvania
$576K +$576K +5,054 New
TI
508
Tidal Investments
Wisconsin
$572K – – –
HFAS
509
Hummer Financial Advisory Services
Illinois
$570K +$570K +5,000 New
PEA
510
Pacific Edge Advisors
California
$570K +$570K +5,000 New
PFS
511
Prospera Financial Services
Texas
$569K +$47K +413 +9%
WS
512
Wedbush Securities
California
$567K +$240K +2,109 +74%
RIA
513
Realta Investment Advisors
Delaware
$566K -$49.6K -435 -8%
IFA
514
Interactive Financial Advisors
Illinois
$565K -$132K -1,160 -19%
NS
515
NewDay Solutions
New Hampshire
$563K -$482K -4,229 -46%
CBFP
516
Cedar Brook Financial Partners
Ohio
$561K -$4.33K -38 -0.8%
CCM
517
Covington Capital Management
California
$560K +$14.2K +125 +3%
FHA
518
Flagship Harbor Advisors
Massachusetts
$559K -$882K -7,743 -61%
CFB
519
Cullen/Frost Bankers
Texas
$556K +$56.7K +498 +11%
APWM
520
Atlas Private Wealth Management
New York
$550K +$550K +4,828 New
CI
521
CX Institutional
Indiana
$548K -$10.5M -92,564 -95%
CAL
522
Capital Advisors Ltd
Ohio
$543K -$406K -3,564 -43%
WCG
523
Wall Capital Group
Arizona
$542K +$4.21K +37 +0.8%
LWA
524
Lenox Wealth Advisors
New York
$542K +$9.46K +83 +2%
TCOV
525
Trust Company of Vermont
Vermont
$541K +$481K +4,227 +804%
19 20
21
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