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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
651
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.76M -$41.7K -392 -2%
IFG
652
Independent Financial Group
California
$1.76M +$53K +498 +3%
LIA
653
LifePlan Investment Advisors
North Carolina
$1.75M +$141K +1,329 +9%
MCCA
654
Mill Creek Capital Advisors
Pennsylvania
$1.74M +$1.38K +13 +0.1%
CIA
655
Capital Investment Advisors
Georgia
$1.73M -$16.7K -157 -0.9%
FFA
656
First Foundation Advisors
California
$1.73M -$189K -1,773 -10%
FF
657
Francis Financial
$1.72M -$3.83K -36 -0.2%
DADC
658
D.A. Davidson & Co
Montana
$1.72M +$466K +4,384 +37%
RWM
659
Reston Wealth Management
Virginia
$1.7M -$7.26M -68,265 -81%
DWT
660
Dorsey & Whitney Trust
South Dakota
$1.7M -$15.8K -149 -0.9%
SCM
661
SOL Capital Management
Maryland
$1.7M -$453K -4,257 -21%
SW
662
SMART Wealth
Nebraska
$1.69M +$157K +1,480 +10%
ST
663
Spinnaker Trust
Maine
$1.69M – – –
UCB
664
United Community Bank
South Carolina
$1.67M – – –
SFMG
665
Sage Financial Management Group
Virginia
$1.66M -$60.6K -570 -3%
JSW
666
Journey Strategic Wealth
New Jersey
$1.66M +$431K +4,052 +35%
CPP
667
Capasso Planning Partners
South Carolina
$1.65M +$39K +367 +2%
RPCA
668
Running Point Capital Advisors
California
$1.65M +$37K +348 +2%
SWM
669
Scissortail Wealth Management
Oklahoma
$1.64M -$211K -1,981 -11%
FWP
670
Forefront Wealth Partners
Texas
$1.64M -$336K -3,161 -17%
WPWM
671
Windward Private Wealth Management
Kansas
$1.64M – – –
EAM
672
Evanson Asset Management
California
$1.63M +$1.65M +15,500 New
LWA
673
Lineweaver Wealth Advisors
Ohio
$1.63M +$133K +1,253 +9%
PPC
674
Park Place Capital
Alabama
$1.63M +$7.98K +75 +0.5%
AWM
675
Abound Wealth Management
Tennessee
$1.62M -$212K -1,990 -11%
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