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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
776
Barber Financial Group
Kansas
$729K +$202K +1,893 +39%
WFA
777
West Financial Advisors
Iowa
$724K +$119K +1,114 +20%
PI
778
PFG Investments
New York
$721K +$715K +6,688 New
NCM
779
Noesis Capital Mangement
Florida
$720K – – –
CPSC
780
Carl P. Sherr & Co
Massachusetts
$719K – – –
HI
781
Horizon Investments
North Carolina
$714K -$200K -1,871 -22%
CIM
782
Confluence Investment Management
Missouri
$711K +$201K +1,885 +40%
MCC
783
Money Concepts Capital
Florida
$711K +$5.34M +49,970 +543%
PWS
784
Paragon Wealth Strategies
Florida
$711K -$152K -1,422 -18%
MFGP
785
Marshall Financial Group (Pennsylvania)
Pennsylvania
$709K -$33K -309 -4%
RPC
786
Rossmore Private Capital
Connecticut
$708K -$47.7K -446 -6%
RMC
787
Regis Management Company
California
$703K -$1.38M -12,938 -66%
VC
788
Veracity Capital
Georgia
$703K +$40.7K +381 +6%
WWM
789
Wiser Wealth Management
Georgia
$702K -$49.7K -465 -7%
IWM
790
Integris Wealth Management
California
$701K – – –
SWM
791
SeaCrest Wealth Management
New York
$701K – – –
LA
792
LexAurum Advisors
Kansas
$699K -$89K -833 -11%
BCM
793
Brasada Capital Management
Texas
$698K +$147K +1,374 +27%
WI
794
Wintrust Investments
Illinois
$697K +$160K +1,499 +30%
IA
795
IFG Advisory
Georgia
$695K +$2.78K +26 +0.4%
AWA
796
Arete Wealth Advisors
Illinois
$693K -$894K -8,362 -57%
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$684K – – –
IWP
798
Innova Wealth Partners
Pennsylvania
$677K -$68.3K -639 -9%
TWA
799
TCI Wealth Advisors
Arizona
$675K +$592K +5,543 +766%
EWA
800
EP Wealth Advisors
California
$674K -$72.6M -679,433 -98%
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