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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
701
Johnson Bixby & Associates
Washington
$544K +$18.5K +159 +4%
SPA
702
Sentinel Pension Advisors
Massachusetts
$535K +$816 +7 +0.2%
KFI
703
Key Financial Inc
Pennsylvania
$535K +$43.6K +374 +9%
SWMG
704
Signature Wealth Management Group
Georgia
$532K +$56.3K +483 +12%
SFP
705
Strategic Financial Planning
Texas
$532K +$92.3K +791 +21%
RFA
706
Reilly Financial Advisors
California
$531K +$39.9K +342 +8%
RC
707
Roundview Capital
New Jersey
$530K -$1.08M -9,247 -67%
BBA
708
BLB&B Advisors
Pennsylvania
$525K – – –
SWM
709
SigFig Wealth Management
California
$523K -$106K -908 -17%
PFM
710
Parsec Financial Management
North Carolina
$521K – – –
CCP
711
Corient Capital Partners
California
$520K – – –
AL
712
ADE LLC
Maryland
$519K -$168K -1,441 -24%
FNBT
713
FineMark National Bank & Trust
Florida
$518K +$130K +1,112 +33%
VWA
714
VERITY Wealth Advisors
United States
$512K +$1.63K +14 +0.3%
GT
715
Glenview Trust
Kentucky
$501K – – –
AA
716
ACT Advisors
North Carolina
$496K -$24.1K -207 -5%
OWA
717
One Wealth Advisors
California
$495K -$381K -3,270 -43%
CA
718
CGN Advisors
Kansas
$493K -$129K -1,103 -21%
FNBOO
719
First National Bank of Omaha
Nebraska
$487K – – –
MGIA
720
Moneta Group Investment Advisors
Missouri
$486K -$34.1K -292 -7%
VCS
721
Vaughan & Co Securities
New Jersey
$485K +$31.8K +273 +7%
NAS
722
Nicolet Advisory Services
Wisconsin
$485K +$198K +1,698 +69%
DBRC
723
D.B. Root & Company
Pennsylvania
$484K -$39.7K -340 -8%
LIG
724
Lokken Investment Group
Delaware
$481K – – –
VWA
725
V Wealth Advisors
Kansas
$480K -$23.2K -199 -5%
27 28
29
30 31