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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
601
Marshall Financial Group (Pennsylvania)
Pennsylvania
$927K +$29.1K +248 +3%
JAG
602
Journey Advisory Group
Kentucky
$927K +$52.5K +448 +6%
CW
603
CreativeOne Wealth
Kansas
$925K +$387K +3,304 +71%
SPFA
604
Summit Place Financial Advisors
New Jersey
$917K -$20.5K -175 -2%
HWAM
605
Hennion & Walsh Asset Management
New Jersey
$916K +$291K +2,479 +46%
PFT
606
Providence First Trust
Arizona
$913K – – –
CFD
607
Creative Financial Designs
Indiana
$912K +$19.7K +168 +2%
SAF
608
Smith Anglin Financial
Texas
$909K -$6.21K -53 -0.7%
TIA
609
Traphagen Investment Advisors
New Jersey
$908K -$55.4K -473 -6%
PWLP
610
Prio Wealth Limited Partnership
Massachusetts
$892K -$874K -7,459 -49%
IP
611
Investment Partners
Ohio
$886K – – –
HCM
612
HMS Capital Management
Tennessee
$885K +$893K +7,618 New
SB
613
Strategic Blueprint
Georgia
$883K +$47.4K +404 +6%
MWM
614
Meridian Wealth Management
Kentucky
$878K +$253K +2,156 +40%
MA
615
MONECO Advisors
Connecticut
$877K +$885K +7,548 New
WCF
616
West Coast Financial
California
$876K -$25.2K -215 -3%
EPP
617
ETF Portfolio Partners
Kansas
$873K -$1.76K -15 -0.2%
RSWM
618
Robertson Stephens Wealth Management
California
$870K -$4.22K -36 -0.5%
MWM
619
McNaughton Wealth Management
California
$866K -$47.9K -409 -5%
RWP
620
RWA Wealth Partners
Massachusetts
$854K -$562K -4,794 -39%
MWC
621
MKD Wealth Coaches
Michigan
$852K -$1.05K -9 -0.1%
WP
622
WealthPLAN Partners
Nebraska
$846K +$22.6K +193 +3%
MPCG
623
Matrix Private Capital Group
New York
$844K +$5.63K +48 +0.7%
SFWA
624
Summit Financial Wealth Advisors
Louisiana
$841K +$23.2K +198 +3%
SW
625
StrongBox Wealth
Missouri
$840K +$19.9K +170 +2%
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