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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
626
Philadelphia Trust Company
Pennsylvania
$2.15M – – –
IFG
627
Independent Financial Group
California
$2.15M +$79.7K +741 +4%
KNFPWM
628
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.15M +$166K +1,540 +8%
FPGK
629
Financial Partners Group (Kansas)
Kansas
$2.15M +$404K +3,758 +23%
CWM
630
Cornerstone Wealth Management
Missouri
$2.13M -$545K -5,069 -20%
AC
631
Asio Capital
Kentucky
$2.12M -$4.65M -43,274 -68%
KFG
632
Kingdom Financial Group
Arizona
$2.12M -$19M -176,990 -90%
LAS
633
Lloyd Advisory Services
Georgia
$2.12M +$2.13M +19,810 +14,784%
CWA
634
Canvas Wealth Advisors
Kansas
$2.12M -$67.4K -627 -3%
NL
635
NDWM LLC
California
$2.12M +$223K +2,072 +12%
PAMG
636
Patton Albertson Miller Group
Tennessee
$2.1M – – –
TCBWMS
637
Texas Capital Bank Wealth Management Services
Texas
$2.07M – – –
BWP
638
Bernardo Wealth Planning
Pennsylvania
$2.07M +$30.4K +283 +1%
MWM
639
Maridea Wealth Management
New York
$2.06M -$86.3K -803 -4%
PTC
640
Private Trust Company
Ohio
$2.06M +$401K +3,730 +24%
SWM
641
SigFig Wealth Management
California
$2.05M -$57.4K -534 -3%
BP
642
Ballentine Partners
Massachusetts
$2.04M +$137K +1,278 +7%
PG
643
Patten Group
Tennessee
$2.04M -$31.1K -289 -1%
MWP
644
Madison Wealth Partners
Wisconsin
$2.04M +$56K +521 +3%
FWP
645
Flatrock Wealth Partners
California
$2.04M +$574K +5,343 +38%
MFS
646
Mattson Financial Services
Michigan
$2.01M -$51.4K -478 -2%
AF
647
Advisornet Financial
Minnesota
$2.01M +$1.83K +17 +0.1%
TSS
648
Two Sigma Securities
New York
$2.01M +$2.04M +18,943 New
LL
649
LPWM LLC
Minnesota
$2.01M -$145K -1,349 -7%
SG
650
StoneX Group
New York
$2M -$32.9K -306 -2%
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