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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
601
Wealth Advisory Solutions
Indiana
$509K – – –
VWA
602
VERITY Wealth Advisors
United States
$507K +$2.56K +22 +0.5%
KFI
603
Key Financial Inc
Pennsylvania
$506K +$59.7K +514 +13%
CMI
604
Clare Market Investments
Texas
$504K -$59K -508 -10%
ACI
605
Alpha Cubed Investments
California
$501K +$7.9K +68 +2%
CA
606
Continuum Advisory
Idaho
$496K -$1.74K -15 -0.3%
GWM
607
Gray Wealth Management
Maine
$496K +$50.5K +435 +11%
VCS
608
Vaughan & Co Securities
New Jersey
$495K – – –
NWA
609
New World Advisors
Massachusetts
$495K +$498K +4,285 New
CCT
610
Country Club Trust
Missouri
$489K +$490K +4,220 New
FNBOO
611
First National Bank of Omaha
Nebraska
$487K -$8.13K -70 -2%
BFC
612
Blue Fin Capital
Rhode Island
$486K – – –
SWM
613
SigFig Wealth Management
California
$484K +$14.9K +128 +3%
FPGK
614
Financial Partners Group (Kansas)
Kansas
$480K +$273K +2,347 +131%
FNT
615
First National Trust
Pennsylvania
$479K -$19.1K -164 -4%
SWMG
616
Signature Wealth Management Group
Georgia
$477K – – –
RFA
617
Reilly Financial Advisors
California
$470K +$33.7K +290 +8%
SA
618
Stewardship Advisors
Pennsylvania
$470K +$474K +4,077 New
PWW
619
Pettyjohn Wood & White
Virginia
$465K – – –
SWM
620
Sanctuary Wealth Management
Idaho
$465K +$466K +4,009 New
MPW
621
MA Private Wealth
California
$464K – – –
MFG
622
Merit Financial Group
Georgia
$463K – – –
VCA
623
Verdence Capital Advisors
Maryland
$455K +$2.32K +20 +0.5%
FNBT
624
FineMark National Bank & Trust
Florida
$455K +$74.4K +640 +19%
LW
625
Linscomb Wealth
Texas
$453K +$454K +3,905 New
23 24
25
26 27