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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$839K -$34.4K -296 -4%
IFA
502
Interactive Financial Advisors
Illinois
$817K +$284K +2,448 +53%
WCF
503
West Coast Financial
California
$815K -$82.5K -710 -9%
EPP
504
ETF Portfolio Partners
Kansas
$815K +$9.88K +85 +1%
HH
505
Hilltop Holdings
Texas
$813K +$41.5K +357 +5%
PWM
506
Perigon Wealth Management
California
$808K +$272K +2,342 +51%
KPWG
507
KFA Private Wealth Group
Virginia
$801K +$803K +6,908 New
WP
508
WealthPLAN Partners
Nebraska
$797K +$104K +894 +15%
PFT
509
Providence First Trust
Arizona
$795K – – –
BCM
510
BTC Capital Management
Iowa
$794K +$7.09K +61 +0.9%
PWA
511
Physician Wealth Advisors
Utah
$794K +$58.1K +500 +8%
PIM
512
Parker Investment Management
California
$785K -$3.14K -27 -0.4%
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$782K +$293K +2,520 +60%
FFA
514
Fragasso Financial Advisors
Pennsylvania
$781K -$2.48M -21,365 -76%
SW
515
SVB Wealth
Massachusetts
$779K -$13.1K -113 -2%
AWM
516
Altavista Wealth Management
North Carolina
$773K -$115K -994 -13%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$768K -$117K -1,006 -13%
SWM
518
SeaCrest Wealth Management
New York
$766K +$116 +1 +0%
MPCG
519
Matrix Private Capital Group
New York
$766K +$6.04K +52 +0.8%
SW
520
StrongBox Wealth
Missouri
$762K +$45K +387 +6%
MHR
521
Matthew Hamilton Rosenberg
$758K +$269K +2,313 +55%
HCM
522
Harvey Capital Management
Florida
$753K – – –
VFA
523
Valeo Financial Advisors
Indiana
$752K +$200K +1,725 +36%
NGA
524
Naples Global Advisors
Florida
$751K +$135K +1,165 +22%
LWA
525
Lineweaver Wealth Advisors
Ohio
$749K +$751K +6,462 New
19 20
21
22 23