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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
751
Flagship Private Wealth
Massachusetts
$1.25M +$163K +1,531 +15%
AFG
752
ABLE Financial Group
Arizona
$1.25M -$393K -3,694 -24%
JWCA
753
J.W. Cole Advisors
Florida
$1.25M +$527K +4,960 +72%
BP
754
Ballentine Partners
Massachusetts
$1.25M +$349K +3,283 +38%
HWMG
755
Hurlow Wealth Management Group
Indiana
$1.24M -$30.5K -287 -2%
HP
756
Haven Private
Florida
$1.24M – – –
LWM
757
LongView Wealth Management
Georgia
$1.24M +$147K +1,385 +13%
FCIM
758
Fairview Capital Investment Management
California
$1.24M +$152K +1,425 +14%
TA
759
TFB Advisors
Kansas
$1.23M +$27.3K +257 +2%
SSW
760
Stone Summit Wealth
Florida
$1.23M -$14.9K -140 -1%
YWM
761
Yardley Wealth Management
Pennsylvania
$1.23M +$1.59K +15 +0.1%
BSTWA
762
Blake Schutter Theil Wealth Advisors
Ohio
$1.23M +$238K +2,237 +24%
KFP
763
KMG Fiduciary Partners
Ohio
$1.23M +$23.1K +217 +2%
BOSSRA
764
B.O.S.S. Retirement Advisors
Utah
$1.22M +$425K +3,996 +53%
AWMM
765
Aegis Wealth Management (Maryland)
Maryland
$1.22M – – –
WHCI
766
W.H. Cornerstone Investments
Massachusetts
$1.21M +$332K +3,123 +37%
JFA
767
JNBA Financial Advisors
Minnesota
$1.21M – – –
SGCA
768
Steel Grove Capital Advisors
Tennessee
$1.21M -$1.17M -11,035 -49%
CW
769
Cooksen Wealth
Texas
$1.2M -$145K -1,361 -11%
PA
770
Pinnacle Associates
New York
$1.2M -$377K -3,547 -24%
GWCM
771
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$37.2K +350 +3%
KFSC
772
Keystone Financial Services (Colorado)
Colorado
$1.19M +$1.2M +11,274 New
SC
773
Sepio Capital
Utah
$1.19M -$11.2K -105 -0.9%
FNWM
774
Financial Network Wealth Management
Utah
$1.18M -$19.8K -186 -2%
TFGT
775
TS Financial Group (TSFG)
Illinois
$1.17M -$230K -2,167 -16%
29 30
31
32 33