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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
826
S.R. Schill & Associates
Washington
$432K – – –
WWP
827
Waypoint Wealth Partners
California
$431K -$835K -7,850 -65%
KFI
828
Key Financial Inc
Pennsylvania
$429K +$23.5K +221 +6%
AFS
829
AFG Fiduciary Services
Massachusetts
$424K +$127K +1,190 +40%
RW
830
Rede Wealth
Virginia
$422K – – –
WC
831
Whitney & Co
New York
$418K +$63.3K +595 +17%
VVP
832
Venture Visionary Partners
Ohio
$417K -$162K -1,521 -27%
IFA
833
Interactive Financial Advisors
Illinois
$416K +$416K +3,916 +2,817%
CA
834
Calton & Associates
Florida
$413K -$128K -1,201 -23%
C
835
CEDRUS
Colorado
$411K -$9.99K -94 -2%
HCM
836
Hollencrest Capital Management
California
$410K -$68.5K -644 -14%
ESB
837
Essex Savings Bank
Connecticut
$410K -$39.7K -373 -9%
SMC
838
Smith, Moore & Co
Missouri
$410K -$3.72K -35 -0.9%
WCM
839
Windham Capital Management
Massachusetts
$405K -$13.5K -127 -3%
SWM
840
Silverlake Wealth Management
Vermont
$404K – – –
RWM
841
RKL Wealth Management
Pennsylvania
$400K +$61.1K +575 +17%
AWM
842
Altus Wealth Management
Kentucky
$399K -$102K -955 -20%
MPW
843
Melone Private Wealth
Michigan
$398K +$213 +2 +0.1%
NCM
844
Northwest Capital Management
Oregon
$393K +$102K +956 +33%
GIM
845
Greenwich Investment Management
Connecticut
$387K -$545K -5,125 -58%
VFA
846
Valeo Financial Advisors
Indiana
$387K -$18.3K -172 -4%
TIP
847
Torray Investment Partners
Maryland
$385K – – –
PCA
848
Personal Capital Advisors
California
$385K +$31.8K +299 +9%
BSSFA
849
Baron Silver Stevens Financial Advisors
Florida
$383K +$1.03M +9,684 +9%
IIM
850
InTrack Investment Management
Vermont
$382K +$396K +3,726 New
32 33
34
35 36