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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
526
Western Wealth Management
Colorado
$593K +$177K +1,548 +42%
CA
527
Continuum Advisory
Idaho
$589K -$22.9K -201 -4%
BCM
528
Boltwood Capital Management
California
$588K +$120K +1,050 +25%
RRWA
529
Rainey & Randall Wealth Advisors
Florida
$581K +$685 +6 +0.1%
TC
530
Truvestments Capital
Florida
$578K +$585K +5,121 New
CIC
531
Carnegie Investment Counsel
Ohio
$570K +$36.5K +320 +7%
VFA
532
Valeo Financial Advisors
Indiana
$567K -$68K -596 -11%
PFM
533
Parsec Financial Management
North Carolina
$567K +$572K +5,013 New
HFAS
534
Hummer Financial Advisory Services
Illinois
$565K – – –
AIC
535
Archer Investment Corporation
Indiana
$565K +$571K +5,000 New
PFS
536
Prospera Financial Services
Texas
$564K – – –
PA
537
Procyon Advisors
Connecticut
$562K +$568K +4,972 New
OIA
538
Optimum Investment Advisors
Illinois
$561K -$493K -4,322 -47%
RWMH
539
Riverpoint Wealth Management Holdings
Illinois
$552K +$42.8K +375 +8%
APWM
540
Atlas Private Wealth Management
New York
$546K – – –
FHB
541
First Hawaiian Bank
Hawaii
$545K +$274K +2,397 +99%
CBFP
542
Cedar Brook Financial Partners
Ohio
$544K -$12.1K -106 -2%
BOTW
543
Bank of the West
California
$542K -$85.3K -747 -13%
W
544
WealthOne
New York
$541K -$212K -1,854 -28%
CAL
545
Capital Advisors Ltd
Ohio
$539K +$228 +2 +0%
WCG
546
Wall Capital Group
Arizona
$539K +$2.06K +18 +0.4%
SWA
547
Sutton Wealth Advisors
Florida
$539K +$24.1K +211 +5%
BWM
548
BT Wealth Management
Georgia
$538K +$544K +4,764 New
PW
549
Peninsula Wealth
California
$537K +$2.17K +19 +0.4%
LWA
550
Lenox Wealth Advisors
New York
$534K -$4K -35 -0.7%
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