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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
I
976
INVST
Indiana
$785K +$90.1K +842 +13%
KWM
977
KRM Wealth Management
Nevada
$780K +$780K +7,282 New
SFM
978
Signet Financial Management
New Jersey
$777K +$198K +1,846 +34%
CA
979
Capital Advantage
California
$776K +$776K +7,249 New
NFG
980
Nations Financial Group
Iowa
$775K +$30.3K +283 +4%
AAG
981
Armstrong Advisory Group
Massachusetts
$773K +$3.75K +35 +0.5%
RIM
982
Rockbridge Investment Management
New York
$772K +$36K +336 +5%
NWAG
983
Net Worth Advisory Group
Utah
$770K +$441K +4,119 +134%
JJBC
984
James J. Burns & Company
New York
$768K +$7.6K +71 +1%
GWP
985
Gateway Wealth Partners
Wisconsin
$766K +$125K +1,171 +20%
PFA
986
Pathway Financial Advisors
Vermont
$765K -$1.61K -15 -0.2%
PPL
987
Planning Project LLC
Texas
$764K +$764K +7,136 New
AI
988
Accredited Investors
Minnesota
$764K +$13.2K +123 +2%
WT
989
Whittier Trust
California
$761K – – –
OA
990
Operose Advisors
Wisconsin
$760K +$277K +2,587 +57%
AFG
991
Altiora Financial Group
Ohio
$757K +$2.68K +25 +0.4%
FAM
992
Flaharty Asset Management
Florida
$754K +$2.35K +22 +0.3%
AWM
993
Apex Wealth Management
New Hampshire
$752K -$917K -8,566 -55%
AWA
994
Alta Wealth Advisors
Massachusetts
$752K +$169K +1,579 +29%
SFWA
995
Summit Financial Wealth Advisors
Louisiana
$748K – – –
SCP
996
Stevens Capital Partners
Nebraska
$747K +$7.82K +73 +1%
CPW
997
Catalyst Private Wealth
California
$745K -$428 -4 -0.1%
SPWG
998
Syntegra Private Wealth Group
Missouri
$742K -$22.2K -207 -3%
FA
999
FF Advisors
California
$740K – – –
CPW
1000
Cogent Private Wealth
Florida
$739K +$739K +6,900 New
38 39
40
41 42