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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
901
Personal Capital Advisors
California
$458K +$61.4K +589 +16%
AFC
902
AFT Forsyth & Company
Florida
$456K – – –
KPWG
903
KFA Private Wealth Group
Virginia
$455K -$525K -5,038 -54%
CFAM
904
Center For Asset Management
Florida
$453K +$448K +4,294 New
CFD
905
Creative Financial Designs
Indiana
$453K +$448K +4,294 New
CSWM
906
Cassady Schiller Wealth Management
Ohio
$452K -$780K -7,487 -64%
DAC
907
Dividend Assets Capital
South Carolina
$450K – – –
MWM
908
MorganRosel Wealth Management
Colorado
$448K +$108K +1,032 +32%
SRSA
909
S.R. Schill & Associates
Washington
$445K – – –
FAM
910
Frontier Asset Management
Wyoming
$445K +$439K +4,214 New
WWP
911
Waypoint Wealth Partners
California
$443K – – –
CPG
912
Cornerstone Planning Group
New Jersey
$441K +$425K +4,078 New
SWM
913
Sugarloaf Wealth Management
Georgia
$441K -$309K -2,962 -41%
CAM
914
Covenant Asset Management
New Jersey
$440K +$435K +4,174 New
EIP
915
Ellis Investment Partners
Pennsylvania
$438K +$226K +2,171 +110%
BOSSRA
916
B.O.S.S. Retirement Advisors
Utah
$437K +$432K +4,145 New
OWA
917
Opal Wealth Advisors
New York
$437K +$431K +4,139 New
HCM
918
HMS Capital Management
Tennessee
$436K -$32.5K -312 -7%
AC
919
Anson Capital
Georgia
$436K -$620K -5,946 -59%
HGWM
920
Horst & Graben Wealth Management
Oregon
$436K -$89.6K -860 -17%
SIM
921
Stratos Investment Management
Ohio
$435K -$137K -1,312 -24%
BAWC
922
Boyce & Associates Wealth Consulting
Texas
$434K +$53.7K +515 +14%
SSWM
923
Smith Salley Wealth Management
North Carolina
$431K +$425K +4,081 New
KFI
924
Key Financial Inc
Pennsylvania
$429K – – –
C
925
CEDRUS
Colorado
$429K +$6.46K +62 +2%
35 36
37
38 39