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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
Fi3 Financial Advisors
Indiana
$528K -$1.79M -16,876 -77%
MI
777
Moneywise Inc
Virginia
$528K -$872K -8,204 -61%
NL
778
Navalign LLC
California
$525K +$545K +5,122 New
TIA
779
Traphagen Investment Advisors
New Jersey
$523K +$44K +414 +9%
HPWM
780
Highland Private Wealth Management
Washington
$521K -$125K -1,178 -19%
WF
781
Welch & Forbes
Massachusetts
$521K +$540K +5,080 New
MWM
782
Mattern Wealth Management
Kansas
$520K -$83.5K -785 -13%
WCG
783
Wall Capital Group
Arizona
$518K +$533K +5,014 New
RWA
784
Ropes Wealth Advisors
Massachusetts
$517K +$536K +5,042 New
CWA
785
Canvas Wealth Advisors
Kansas
$516K -$2.02M -18,969 -79%
HFAS
786
Hummer Financial Advisory Services
Illinois
$513K – – –
HGWM
787
Horst & Graben Wealth Management
Oregon
$512K +$2.87K +27 +0.5%
MHS
788
M Holdings Securities
Oregon
$510K +$34.6K +325 +7%
FWP
789
Firethorn Wealth Partners
Georgia
$509K -$752K -7,069 -59%
ACM
790
Antonetti Capital Management
Florida
$509K – – –
OIA
791
Optimum Investment Advisors
Illinois
$509K – – –
DPI
792
Diversified Portfolios Inc
Michigan
$508K -$165K -1,554 -24%
VC
793
Veracity Capital
Georgia
$508K -$89K -837 -14%
FCA
794
FinTrust Capital Advisors
South Carolina
$506K +$517K +4,861 +17,361%
BMCM
795
Bryn Mawr Capital Management
Pennsylvania
$505K +$254K +2,391 +94%
HCM
796
Harvey Capital Management
Florida
$502K -$31.9K -300 -6%
SCA
797
Spearhead Capital Advisors
Florida
$501K +$305K +2,869 +142%
SAG
798
Spotlight Asset Group
Illinois
$500K +$521K +4,900 New
LHC
799
Little House Capital
Massachusetts
$498K +$36.4K +342 +8%
HF
800
HRT Financial
New York
$497K +$516K +4,849 New
30 31
32
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