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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
851
Epstein & White Financial
California
$255K +$256K +2,195 New
SMC
852
Smith, Moore & Co
Missouri
$254K +$700 +6 +0.3%
SFPM
853
Sensible Financial Planning & Management
Massachusetts
$251K – – –
RC
854
Rovin Capital
Arizona
$250K -$1.4K -12 -0.6%
SIM
855
Stratos Investment Management
Ohio
$250K +$583 +5 +0.2%
HWMA
856
Heritage Wealth Management (Arizona)
Arizona
$248K +$249K +2,134 New
TC
857
Tatro Capital
Kentucky
$248K +$249K +2,134 New
CWM
858
Cordatus Wealth Management
Pennsylvania
$248K +$250K +2,140 New
DY
859
Dowling & Yahnke
California
$247K – – –
DWM
860
Doyle Wealth Management
Florida
$245K -$13.3K -114 -5%
AM
861
Atwater Malick
Pennsylvania
$243K – – –
HC
862
Hamilton Capital
Ohio
$243K +$467 +4 +0.2%
DI
863
DFPG Investments
Utah
$239K – – –
RHP
864
Royal Harbor Partners
Texas
$239K – – –
IF
865
IRON Financial
Illinois
$239K +$240K +2,061 New
CWM
866
Consultiva Wealth Management
Puerto Rico
$238K – – –
LFA
867
Legacy Financial Advisors
Kentucky
$237K +$12.4K +106 +5%
NFG
868
Nations Financial Group
Iowa
$237K +$238K +2,043 New
FI
869
Financial Insights
Washington
$236K – – –
LJAC
870
L.J. Altfest & Co
New York
$234K +$27.1K +232 +13%
PGWM
871
Parisi Gray Wealth Management
New Jersey
$233K -$9.21K -79 -4%
MW
872
MBL Wealth
North Carolina
$232K -$525K -4,500 -69%
WCG
873
Weaver Consulting Group
California
$232K – – –
PCMC
874
Private Capital Management (Colorado)
Colorado
$231K +$19K +163 +9%
DFG
875
Demars Financial Group
Washington
$229K +$230K +1,970 New
33 34
35
36 37