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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
501
Insight Wealth Partners
Texas
$2.81M +$559K +5,176 +25%
PWM
502
Paulson Wealth Management
Illinois
$2.81M -$120K -1,113 -4%
TWM
503
Thrive Wealth Management
Pennsylvania
$2.8M -$5.3M -49,111 -65%
PWS
504
Physician Wealth Solutions
Nevada
$2.8M +$56.2K +521 +2%
PAG
505
Paladin Advisory Group
Iowa
$2.78M +$54.9K +509 +2%
JWS
506
Juncture Wealth Strategies
Arizona
$2.76M -$178K -1,648 -6%
PA
507
Parallel Advisors
California
$2.74M +$726K +6,724 +36%
FAM
508
Forte Asset Management
New York
$2.73M +$316K +2,930 +13%
CPCP
509
Cedar Point Capital Partners
Iowa
$2.71M +$107K +996 +4%
AWMNH
510
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M +$61.8K +573 +2%
UWPG
511
Ullmann Wealth Partners Group
Florida
$2.7M +$25.3K +234 +0.9%
PTC
512
Private Trust Company
Ohio
$2.69M +$98.6K +914 +4%
SF
513
Symphony Financial
Texas
$2.67M -$236K -2,187 -8%
FAIM
514
Financial Advocates Investment Management
Washington
$2.63M -$713K -6,606 -21%
CWS
515
Confluence Wealth Services
Pennsylvania
$2.61M +$1.58M +14,654 +153%
AWM
516
Accurate Wealth Management
Florida
$2.6M +$1.62K +15 +0.1%
FCC
517
Florin Court Capital
United Kingdom
$2.59M +$518K +4,800 +25%
CCM
518
Cambridge Capital Management
Illinois
$2.58M +$46.2K +428 +2%
SIG
519
Spinnaker Investment Group
California
$2.58M +$831K +7,698 +47%
CWM
520
Calamos Wealth Management
Illinois
$2.57M -$11.7M -107,999 -82%
CT
521
Caldwell Trust
Florida
$2.56M +$291K +2,700 +13%
VCP
522
Verus Capital Partners
Arizona
$2.53M +$628K +5,822 +33%
AIA
523
Armor Investment Advisors
North Carolina
$2.52M +$170K +1,577 +7%
MFG
524
MidWestOne Financial Group
Iowa
$2.52M -$1.43M -13,283 -36%
PCG
525
Prosperity Consulting Group
Maryland
$2.5M +$2.51M +23,279 New
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