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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
776
Homrich & Berg
Georgia
$422K +$75.6K +647 +22%
PWM
777
Penobscot Wealth Management
Maine
$419K +$418K +3,579 New
VC
778
Veracity Capital
Georgia
$418K -$7.36K -63 -2%
SIC
779
Salem Investment Counselors
North Carolina
$415K – – –
WWM
780
Western Wealth Management
Colorado
$415K +$20.1K +172 +5%
PB
781
Pinnacle Bancorp
Nebraska
$411K +$234 +2 +0.1%
CPSAC
782
Chas P. Smith & Associates (CPS)
Florida
$411K +$410K +3,505 New
CCT
783
Capital City Trust
Florida
$410K +$409K +3,500 New
MWPCG
784
Measured Wealth Private Client Group
New Hampshire
$405K -$21.2K -181 -5%
RFN
785
RDA Financial Network
Iowa
$398K -$36K -308 -8%
WA
786
WBH Advisory
Maryland
$398K +$70.1K +600 +22%
FWM
787
Fairhaven Wealth Management
Illinois
$394K +$117 +1 +0%
ACA
788
Atlas Capital Advisors
Wyoming
$392K – – –
WAM
789
Wakefield Asset Management
Colorado
$392K +$19.3K +165 +5%
IP
790
Intellectus Partners
California
$391K -$37K -317 -9%
FNWM
791
Financial Network Wealth Management
Utah
$387K -$25.1K -215 -6%
EHC
792
Everett Harris & Co
California
$387K – – –
GSC
793
G&S Capital
Colorado
$384K -$981K -8,391 -72%
AWS
794
AJ Wealth Strategies
New York
$382K +$381K +3,259 New
FIM
795
Freedom Investment Management
Connecticut
$380K -$7.36K -63 -2%
RWM
796
RKL Wealth Management
Pennsylvania
$379K -$701 -6 -0.2%
TIAM2
797
Tru Independence Asset Management 2
Oregon
$379K +$378K +3,236 New
TFA
798
Teamwork Financial Advisors
Texas
$377K -$71.5K -612 -16%
CPA
799
Clear Perspective Advisors
Illinois
$377K – – –
RWA
800
Redhawk Wealth Advisors
Minnesota
$375K +$818 +7 +0.2%
30 31
32
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