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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
851
Flagship Private Wealth
Massachusetts
$381K +$2.13K +20 +0.5%
FWM
852
FFT Wealth Management
Pennsylvania
$380K -$240K -2,255 -38%
BHWM
853
Bar Harbor Wealth Management
New Hampshire
$379K -$136K -1,275 -26%
PWM
854
PBMares Wealth Management
Virginia
$376K +$390K +3,670 New
HC
855
Hamilton Capital
Ohio
$375K +$388K +3,652 New
TGAM
856
TBH Global Asset Management
Tennessee
$372K -$503K -4,735 -57%
KFS
857
Kelly Financial Services
Massachusetts
$370K -$28.1K -264 -7%
BAWC
858
Boyce & Associates Wealth Consulting
Texas
$369K +$3.93K +37 +1%
SIG
859
Spinnaker Investment Group
California
$369K +$22.9K +215 +6%
SBH
860
Segall Bryant & Hamill
Illinois
$366K -$59.6K -561 -14%
MSFS
861
Main Street Financial Solutions
Pennsylvania
$365K +$11.4K +107 +3%
PWMAG
862
Pinnacle Wealth Management Advisory Group
New Jersey
$363K -$246K -2,310 -39%
SIC
863
Salem Investment Counselors
North Carolina
$363K -$1.28K -12 -0.3%
TFA
864
Tobias Financial Advisors
Florida
$360K -$82K -771 -18%
ST
865
Sabal Trust
Florida
$360K -$80.8K -760 -18%
CT
866
Colonial Trust
South Carolina
$360K +$373K +3,509 New
CCT
867
Capital City Trust
Florida
$359K – – –
PRWA
868
Platte River Wealth Advisors
Colorado
$359K – – –
AWM
869
Accel Wealth Management
Iowa
$358K -$6.27K -59 -2%
BFA
870
Beacon Financial Advisory
Ohio
$357K -$383K -3,602 -51%
LWM
871
Lyell Wealth Management
California
$357K -$36.1K -340 -9%
CWM
872
Chemistry Wealth Management
New York
$357K – – –
CA
873
Cumberland Advisors
Florida
$354K +$130K +1,225 +55%
BIA
874
Bell Investment Advisors
California
$352K +$175K +1,648 +93%
AFS
875
Axiom Financial Strategies
Indiana
$350K -$10.8M -101,618 -97%
33 34
35
36 37