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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
726
Todd Asset Management
Kentucky
$680K – – –
WCF
727
West Coast Financial
California
$680K – – –
3LCM
728
3D/L Capital Management
Connecticut
$676K +$2.76K +26 +0.4%
MFGP
729
Marshall Financial Group (Pennsylvania)
Pennsylvania
$675K -$238K -2,243 -25%
MA
730
MCF Advisors
Kentucky
$669K +$3.72K +35 +0.5%
AWA
731
Arete Wealth Advisors
Illinois
$668K +$692K +6,512 New
LFS
732
Legacy Financial Strategies
Kansas
$665K +$103K +968 +18%
FAFN
733
First Affirmative Financial Network
Colorado
$664K -$161K -1,519 -19%
CAMG
734
CWA Asset Management Group
Florida
$656K +$385K +3,623 +131%
SWP
735
Strategic Wealth Partners
Ohio
$654K +$678K +6,378 New
WWM
736
Wiser Wealth Management
Georgia
$652K +$170K +1,595 +34%
NCM
737
NCM Capital Management
New Jersey
$648K +$37.5K +353 +6%
LW
738
Linscomb Wealth
Texas
$646K +$1.06K +10 +0.2%
HWAM
739
Hennion & Walsh Asset Management
New Jersey
$646K +$122K +1,143 +22%
ICG
740
InterOcean Capital Group
Tennessee
$637K -$70.3K -661 -10%
HIF
741
Hill Island Financial
Michigan
$633K +$32.7K +308 +5%
UWPG
742
Ullmann Wealth Partners Group
Florida
$632K -$548K -5,153 -46%
FIB
743
First Interstate Bank
Montana
$623K – – –
CPWMP
744
Cardinal Point Wealth Management Partners
California
$621K +$319 +3 +0.1%
SFG
745
Sunburst Financial Group
Alabama
$620K -$43.9K -413 -6%
PTC
746
Private Trust Company
Ohio
$616K -$1.16M -10,892 -64%
SFP
747
Sandbox Financial Partners
Maryland
$606K +$26.9K +253 +4%
YIA
748
YHB Investment Advisors
Connecticut
$605K -$447K -4,201 -42%
RC
749
Roundview Capital
New Jersey
$602K +$1.28K +12 +0.2%
SP
750
Successful Portfolios
Florida
$599K -$31.9K -300 -5%
28 29
30
31 32