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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1001
Sound Income Strategies
Florida
$13K – – –
PP
1002
Pacifica Partners
Canada
$12K – – –
CWC
1003
Carolinas Wealth Consulting
North Carolina
$12K +$117 +1 +0.9%
RG
1004
Retirement Group
California
$11K – – –
FMII
1005
Farmers & Merchants Investments Inc
Nebraska
$10K +$4.57K +39 +89%
PWMG
1006
Prestige Wealth Management Group
New Jersey
$9K – – –
EWM
1007
Edge Wealth Management
New York
$6K – – –
LFG
1008
Larson Financial Group
Missouri
$6K – – –
GKWIM
1009
Gerber Kawasaki Wealth & Investment Management
California
$5K -$346K -2,955 -100%
LPWM
1010
Lake Point Wealth Management
Texas
$5K – – –
OSAM
1011
O'Shaughnessy Asset Management
Connecticut
$5K +$4.69K +40 New
BFC
1012
Bedel Financial Consulting
Indiana
$5K +$4.92K +42 New
TFGT
1013
TS Financial Group (TSFG)
Illinois
$3K – – –
PCFFS
1014
Pacific Center for Financial Services
California
$3K +$2.58K +22 New
FCM
1015
Firestone Capital Management
Florida
$2K – – –
FCB
1016
First Command Bank
Texas
$2K – – –
FCFS
1017
First Command Financial Services
Texas
$2K – – –
FFA
1018
Freedman Financial Associates
Massachusetts
$2K – – –
GAM
1019
Gemmer Asset Management
California
$2K – – –
SQA
1020
Simon Quick Advisors
New Jersey
$2K – – –
HWM
1021
Holloway Wealth Management
Florida
$1K – – –
ADL
1022
Asset Dedication LLC
California
$1K +$1.41K +12 New
GEA
1023
Glen Eagle Advisors
New Jersey
$351 – – –
SPP
1024
Single Point Partners
Massachusetts
– -$14.7M -125,579 Closed
WC
1025
Wealth CMT
New Jersey
– -$13.5M -115,049 Closed
39 40
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