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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
501
Providence First Trust
Arizona
$791K – – –
KWM
502
Kingsview Wealth Management
Oregon
$789K +$39K +344 +5%
SW
503
SVB Wealth
Massachusetts
$787K +$757K +6,665 +4,064%
PIM
504
Parker Investment Management
California
$785K +$772K +6,800 New
BCM
505
BTC Capital Management
Iowa
$783K – – –
SFG
506
SNS Financial Group
Minnesota
$774K -$39.5K -348 -5%
IA
507
IFG Advisory
Georgia
$773K -$11.8K -104 -2%
IP
508
Investment Partners
Ohio
$773K +$361K +3,178 +90%
FP
509
Financial Perspectives
Minnesota
$773K +$760K +6,697 New
HH
510
Hilltop Holdings
Texas
$768K -$41.8K -368 -5%
RCA
511
Resonant Capital Advisors
Wisconsin
$766K +$754K +6,642 New
SWM
512
SeaCrest Wealth Management
New York
$763K +$114 +1 +0%
MPCG
513
Matrix Private Capital Group
New York
$756K -$81.6K -719 -10%
HCM
514
Harvey Capital Management
Florida
$750K – – –
PWA
515
Physician Wealth Advisors
Utah
$750K +$20.9K +184 +3%
TWM
516
Tolleson Wealth Management
Texas
$743K +$731K +6,438 New
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$726K -$2.03M -17,920 -74%
CCM
518
Covington Capital Management
California
$720K +$88K +775 +14%
LFS
519
Legacy Financial Strategies
Kansas
$716K +$60.2K +530 +9%
SIA
520
Starfire Investment Advisers
Michigan
$714K – – –
SW
521
StrongBox Wealth
Missouri
$713K -$26.4K -233 -4%
WFA
522
Wade Financial Advisory
California
$713K +$78.1K +688 +13%
BCM
523
Brookstone Capital Management
Illinois
$711K +$287K +2,531 +70%
FWM
524
FSA Wealth Management
Massachusetts
$700K -$6.02K -53 -0.9%
WP
525
WealthPLAN Partners
Nebraska
$699K +$678K +5,977 New
19 20
21
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