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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
526
Peak Asset Management
Colorado
$226K – – –
HS
527
Horan Securities
United States
$225K +$222K +2,060 New
BF
528
BOK Financial
Oklahoma
$224K +$221K +2,058 New
WWM
529
Western Wealth Management
Colorado
$222K +$218K +2,030 New
TTWM
530
TCV Trust & Wealth Management
Virginia
$221K -$39.5K -367 -15%
AWM
531
Altavista Wealth Management
North Carolina
$213K +$210K +1,950 New
TFA
532
Transamerica Financial Advisors
Florida
$211K +$199K +1,845 +2,145%
CFS
533
CRA Financial Services
New Jersey
$209K +$206K +1,915 New
LHC
534
Little House Capital
Massachusetts
$209K +$207K +1,921 New
RA
535
RFG Advisory
Alabama
$208K -$103K -953 -33%
CCMG
536
Clark Capital Management Group
Pennsylvania
$208K -$12.8K -119 -6%
CB
537
Community Bank
New York
$204K – – –
CWM
538
Centric Wealth Management
Illinois
$204K +$201K +1,870 New
MCM
539
Maryland Capital Management
Maryland
$204K +$202K +1,874 New
HPWM
540
Highland Private Wealth Management
Washington
$201K +$198K +1,842 New
AAS
541
Avantax Advisory Services
Texas
$201K +$199K +1,853 New
AFNAS
542
American Financial Network Advisory Services
California
$200K +$197K +1,835 New
FHB
543
First Hawaiian Bank
Hawaii
$199K – – –
SFA
544
Stewardship Financial Advisors
Georgia
$188K -$810K -7,532 -81%
CWA
545
Clarus Wealth Advisors
Arizona
$184K -$9.58K -89 -5%
PGWM
546
Parisi Gray Wealth Management
New Jersey
$184K – – –
CFD
547
Creative Financial Designs
Indiana
$168K +$1.4K +13 +0.9%
ST
548
Smithfield Trust
Pennsylvania
$160K -$820K -7,618 -84%
VFA
549
Valeo Financial Advisors
Indiana
$149K -$2.69K -25 -2%
AWM
550
AllSquare Wealth Management
New York
$149K +$7.1K +66 +5%
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