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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
576
Charter Oak Capital Management
New Hampshire
$850K +$842K +7,252 New
SFWA
577
Summit Financial Wealth Advisors
Louisiana
$845K +$164K +1,415 +24%
KWM
578
Kingsview Wealth Management
Oregon
$844K +$119K +1,022 +17%
HPC
579
HM Payson & Co
Maine
$840K +$628K +5,408 +307%
TTWM
580
TCV Trust & Wealth Management
Virginia
$835K -$53.4K -460 -6%
EPP
581
ETF Portfolio Partners
Kansas
$822K -$2.21K -19 -0.3%
AWC
582
Abundance Wealth Counselors
Pennsylvania
$817K +$483K +4,157 +148%
BCM
583
BTC Capital Management
Iowa
$811K +$9.18K +79 +1%
JWS
584
Juncture Wealth Strategies
Arizona
$805K +$114K +983 +17%
KPWG
585
KFA Private Wealth Group
Virginia
$803K -$6.5K -56 -0.8%
AFC
586
AFT Forsyth & Company
Florida
$796K -$261K -2,250 -25%
MPCG
587
Matrix Private Capital Group
New York
$795K +$20.9K +180 +3%
SW
588
StrongBox Wealth
Missouri
$795K +$25.3K +218 +3%
GWMIA
589
Global Wealth Management Investment Advisory
Florida
$791K – – –
AWM
590
Altavista Wealth Management
North Carolina
$782K – – –
CPW
591
Catalyst Private Wealth
California
$781K +$82.5K +710 +12%
SWM
592
SeaCrest Wealth Management
New York
$775K +$232 +2 +0%
SW
593
SVB Wealth
Massachusetts
$770K -$16.3K -140 -2%
SWA
594
Stratos Wealth Advisors
Ohio
$767K +$64.1K +552 +9%
CCA
595
Checchi Capital Advisers
California
$767K +$142K +1,219 +23%
MW
596
MBL Wealth
North Carolina
$765K +$755K +6,500 New
WP
597
WealthPLAN Partners
Nebraska
$761K -$45.1K -388 -6%
HCM
598
Harvey Capital Management
Florida
$761K – – –
TPCW
599
TD Private Client Wealth
New York
$759K +$40.7K +350 +6%
HH
600
Hilltop Holdings
Texas
$759K -$62.7K -540 -8%
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