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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
726
West Coast Financial
California
$705K -$27.3K -256 -4%
TAM
727
Todd Asset Management
Kentucky
$705K – – –
CSPIA
728
Cary Street Partners Investment Advisory
Virginia
$701K +$416K +3,899 +145%
3LCM
729
3D/L Capital Management
Connecticut
$698K -$16.8K -157 -2%
SWM
730
Sugarloaf Wealth Management
Georgia
$696K -$38K -356 -5%
LIG
731
Lokken Investment Group
Delaware
$695K +$37.2K +349 +6%
DPI
732
Diversified Portfolios Inc
Michigan
$692K +$33.1K +310 +5%
MA
733
MCF Advisors
Kentucky
$690K -$1.25M -11,687 -64%
BWM
734
Benchmark Wealth Management
Connecticut
$688K +$49.1K +460 +8%
SFG
735
Sunburst Financial Group
Alabama
$687K +$427K +4,006 +164%
SFC
736
SYM Financial Corp
Indiana
$677K +$679K +6,363 +127,260%
LW
737
Linscomb Wealth
Texas
$668K +$364K +3,410 +119%
HPWM
738
Highland Private Wealth Management
Washington
$666K +$32.4K +304 +5%
SP
739
Successful Portfolios
Florida
$653K -$1.6K -15 -0.2%
IFPL
740
Investments & Financial Planning LLC
Kentucky
$653K +$98.7K +925 +18%
AWM
741
Aries Wealth Management
Maine
$649K +$651K +6,100 New
FIB
742
First Interstate Bank
Montana
$646K +$648K +6,071 New
CPWMP
743
Cardinal Point Wealth Management Partners
California
$638K +$640K +5,999 New
LCC
744
Lincoln Capital Corp
Rhode Island
$637K +$639K +5,989 New
PCMC
745
Private Capital Management (Colorado)
Colorado
$635K – – –
NCM
746
NCM Capital Management
New Jersey
$634K -$324K -3,037 -34%
PFA
747
Professional Financial Advisors
Nebraska
$634K -$261K -2,445 -29%
FWM
748
FFT Wealth Management
Pennsylvania
$634K -$140K -1,311 -18%
MA
749
MBA Advisors
Pennsylvania
$632K +$30.3K +284 +5%
SIM
750
Stratos Investment Management
Ohio
$625K -$146K -1,369 -19%
28 29
30
31 32