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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
726
Sandbox Financial Partners
Maryland
$719K -$27.9K -247 -4%
SSW
727
Stone Summit Wealth
Florida
$712K -$42.5K -377 -5%
WC
728
Whitney & Co
New York
$711K +$116K +1,029 +19%
VT
729
Vise Technologies
New York
$710K -$3.74M -33,106 -84%
RWM
730
Rockwood Wealth Management
Pennsylvania
$707K -$19.8K -175 -3%
KWM
731
Keebeck Wealth Management
Illinois
$692K +$712K +6,308 New
APWM
732
Atlas Private Wealth Management
New York
$689K – – –
VVP
733
Venture Visionary Partners
Ohio
$686K -$33.7K -299 -5%
CIC
734
Carnegie Investment Counsel
Ohio
$683K -$58.6K -519 -8%
DPI
735
Diversified Portfolios Inc
Michigan
$679K -$4.92M -43,604 -88%
HWAM
736
Hennion & Walsh Asset Management
New Jersey
$678K -$195K -1,730 -22%
SMG
737
Spectrum Management Group
Indiana
$675K +$157K +1,389 +29%
SP
738
Successful Portfolios
Florida
$674K +$22.6K +200 +3%
DAS
739
Dynamic Advisor Solutions
Arizona
$666K -$48.6K -431 -7%
RIM
740
Rockbridge Investment Management
New York
$661K -$461K -4,081 -40%
LIG
741
Lokken Investment Group
Delaware
$660K +$102K +901 +17%
MYIA
742
Mount Yale Investment Advisors
Colorado
$660K +$220K +1,953 +48%
BWM
743
Benchmark Wealth Management
Connecticut
$659K – – –
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654K -$1.54M -13,642 -70%
HPWM
745
Highland Private Wealth Management
Washington
$653K +$52.1K +462 +8%
BCM
746
Boltwood Capital Management
California
$652K -$16.9K -150 -2%
FPW
747
Flagship Private Wealth
Massachusetts
$649K -$1.3M -11,548 -66%
MHR
748
Matthew Hamilton Rosenberg
$645K +$373K +3,307 +129%
TIA
749
Traphagen Investment Advisors
New Jersey
$643K -$132K -1,172 -17%
FWM
750
FSA Wealth Management
Massachusetts
$642K – – –
28 29
30
31 32