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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
676
Running Point Capital Advisors
California
$899K +$379K +3,362 +69%
GIA
677
Gladstone Institutional Advisory
Florida
$896K +$124K +1,103 +16%
FHA
678
First Horizon Advisors
Tennessee
$894K -$4.6M -40,758 -83%
GWS
679
Glassman Wealth Services
Virginia
$885K – – –
FWM
680
Fairhaven Wealth Management
Illinois
$885K +$531K +4,707 +140%
MHS
681
M Holdings Securities
Oregon
$883K +$909K +8,058 New
FNWM
682
Financial Network Wealth Management
Utah
$882K – – –
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$881K -$76.2K -675 -8%
DWT
684
Dorsey & Whitney Trust
South Dakota
$877K -$80.1K -710 -8%
DI
685
Diligent Investors
California
$877K +$333K +2,951 +59%
SW
686
Solidarity Wealth
Utah
$876K +$924K +8,189 New
SAM
687
Summit Asset Management
Tennessee
$863K +$889K +7,875 New
PFT
688
Providence First Trust
Arizona
$861K – – –
GWM
689
Gray Wealth Management
Maine
$854K +$7.11K +63 +0.8%
CAMV
690
Concord Asset Management (Virginia)
Virginia
$847K +$131K +1,157 +18%
MFGP
691
Marshall Financial Group (Pennsylvania)
Pennsylvania
$839K +$1.58K +14 +0.2%
BIA
692
Bigelow Investment Advisors
Maine
$835K +$533K +4,721 +163%
EPP
693
ETF Portfolio Partners
Kansas
$818K -$1.58K -14 -0.2%
TF
694
Tompkins Financial
New York
$815K +$839K +7,431 New
AP
695
Adero Partners
California
$812K +$518K +4,586 +163%
GJIC
696
Gamble Jones Investment Counsel
California
$811K -$338K -2,998 -29%
SFWA
697
Summit Financial Wealth Advisors
Louisiana
$803K +$23.6K +209 +3%
FWM
698
FFT Wealth Management
Pennsylvania
$797K -$232K -2,056 -22%
AIM
699
Axiom Investment Management
New York
$796K +$117K +1,037 +17%
CSWM
700
Cassady Schiller Wealth Management
Ohio
$796K +$437K +3,872 +114%
26 27
28
29 30