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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
851
Summit Financial Wealth Advisors
Louisiana
$751K – – –
PFGIA
852
Patriot Financial Group Insurance Agency
Massachusetts
$750K +$3.13K +29 +0.4%
ESB
853
Essex Savings Bank
Connecticut
$748K – – –
RPC
854
Rossmore Private Capital
Connecticut
$747K – – –
BW
855
BIP Wealth
Georgia
$746K +$149K +1,379 +25%
RWA
856
Redhawk Wealth Advisors
Minnesota
$746K +$132K +1,226 +21%
LIG
857
Lokken Investment Group
Delaware
$740K -$645K -5,978 -47%
PWP
858
Perfromance Wealth Partners
Illinois
$732K -$3.99K -37 -0.5%
ATC
859
Argent Trust Co
Tennessee
$726K – – –
MLM
860
Mount Lucas Management
Pennsylvania
$722K +$185K +1,719 +34%
ACG
861
Allen Capital Group
Nebraska
$720K -$48.5K -449 -6%
HHWM
862
Hiley Hunt Wealth Management
Nebraska
$715K +$473K +4,379 +193%
AWM
863
Able Wealth Management
New Jersey
$715K +$89.3K +828 +14%
SFWC
864
Strategic Family Wealth Counselors
New Jersey
$714K -$124K -1,150 -15%
OA
865
Operose Advisors
Wisconsin
$714K -$329K -3,046 -31%
FSA
866
Financial Sense Advisors
California
$711K +$29.7K +275 +4%
WCM
867
Weaver Capital Management
Georgia
$702K +$124K +1,148 +21%
1SB
868
1ST Source Bank
Indiana
$702K +$43.1K +399 +7%
SWM
869
SeaCrest Wealth Management
New York
$700K -$26.9K -249 -4%
MCM
870
Maple Capital Management
Vermont
$698K -$12.4K -115 -2%
GWM
871
Graybill Wealth Management
Illinois
$691K +$17.8K +165 +3%
SL
872
SWMG LLC
Texas
$691K -$101K -935 -13%
CWP
873
Concord Wealth Partners
Virginia
$690K -$305K -2,828 -31%
JA
874
JVL Associates
Michigan
$688K +$690K +6,395 New
NPP
875
New Potomac Partners
Maryland
$686K -$21.6K -200 -3%
33 34
35
36 37