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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
826
Harper Investing
California
$606K -$84.1K -797 -12%
IA
827
IFG Advisory
Georgia
$603K +$621K +5,885 New
WFAG
828
Wescott Financial Advisory Group
Pennsylvania
$596K -$286K -2,716 -32%
SIA
829
Strategic Investment Advisors
Michigan
$595K +$613K +5,807 New
IWP
830
Innova Wealth Partners
Pennsylvania
$595K -$36.1K -342 -6%
SWA
831
Sax Wealth Advisors
New Jersey
$594K +$611K +5,792 New
HWAM
832
Hennion & Walsh Asset Management
New Jersey
$594K – – –
PWMAG
833
Pinnacle Wealth Management Advisory Group
New Jersey
$591K – – –
AFS
834
AFG Fiduciary Services
Massachusetts
$585K +$12.2K +116 +2%
HGWM
835
Horst & Graben Wealth Management
Oregon
$583K +$158K +1,501 +36%
FNBSF
836
First National Bank Sioux Falls
South Dakota
$583K +$599K +5,681 New
KWA
837
Kingswood Wealth Advisors
California
$581K +$597K +5,664 New
FAFN
838
First Affirmative Financial Network
Colorado
$577K -$16.5K -156 -3%
ZIM
839
Zacks Investment Management
Illinois
$577K +$51.6K +489 +10%
NS
840
NBC Securities
Alabama
$576K +$593K +5,626 New
FAM
841
Flaharty Asset Management
Florida
$575K – – –
EWM
842
EPG Wealth Management
Georgia
$575K +$361K +3,426 +157%
EAM
843
Evanson Asset Management
California
$574K -$412K -3,905 -41%
MFG
844
Mainsail Financial Group
Washington
$573K +$593K +5,619 New
RC
845
Roundview Capital
New Jersey
$572K -$6.33K -60 -1%
MSFS
846
Main Street Financial Solutions
Pennsylvania
$572K +$2K +19 +0.3%
RMC
847
Regis Management Company
California
$564K – – –
HCM
848
Howard Capital Management
Georgia
$564K +$580K +5,498 New
SFWC
849
Strategic Family Wealth Counselors
New Jersey
$563K – – –
FAM
850
Frontier Asset Management
Wyoming
$561K +$112K +1,062 +24%
32 33
34
35 36