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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
801
Yardley Wealth Management
Pennsylvania
$1.3M -$214 -2 -0%
FWM
802
FLP Wealth Management
Arkansas
$1.3M +$270K +2,529 +27%
APFP
803
Action Point Financial Planning
Michigan
$1.29M +$1.29M +12,030 New
FPW
804
Flagship Private Wealth
Massachusetts
$1.28M +$60.5K +566 +5%
HWA
805
Heartwood Wealth Advisors
Virginia
$1.28M -$3.42K -32 -0.3%
BWS
806
Buck Wealth Strategies
Colorado
$1.28M +$535K +5,001 +73%
OFS
807
Orrstown Financial Services
Pennsylvania
$1.27M +$67.8K +634 +6%
FNBSF
808
First National Bank Sioux Falls
South Dakota
$1.27M – – –
HWMG
809
Hurlow Wealth Management Group
Indiana
$1.27M – – –
CF
810
Cyr Financial
Illinois
$1.26M +$79.7K +745 +7%
NG
811
Novem Group
New York
$1.26M +$284K +2,656 +29%
NIWA
812
New Insight Wealth Advisors
California
$1.26M -$258K -2,416 -17%
SFG
813
Sovereign Financial Group
Connecticut
$1.26M +$87.9K +822 +8%
FWP
814
Falcon Wealth Planning
California
$1.25M -$139K -1,303 -10%
IBOK
815
Independence Bank of Kentucky
Kentucky
$1.25M – – –
KFAS
816
Keating Financial Advisory Services
Kansas
$1.25M +$162K +1,514 +15%
PA
817
PFG Advisors
Arizona
$1.25M -$457K -4,277 -27%
SFMG
818
Sage Financial Management Group
Virginia
$1.25M -$129K -1,206 -9%
EWM
819
Elmwood Wealth Management
California
$1.23M – – –
AFG
820
ABLE Financial Group
Arizona
$1.23M -$100K -935 -8%
CNBOF
821
City National Bank of Florida
Florida
$1.23M +$204K +1,905 +20%
WHCI
822
W.H. Cornerstone Investments
Massachusetts
$1.23M +$75.3K +704 +7%
HW
823
Hamilton Wealth
California
$1.23M -$32.6K -305 -3%
GWCM
824
Godshalk Welsh Capital Management
Pennsylvania
$1.22M -$21.4K -200 -2%
BHWM
825
Bar Harbor Wealth Management
New Hampshire
$1.21M – – –
31 32
33
34 35