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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
WPG Advisers
Maryland
$594K -$407K -3,831 -40%
WFAG
1002
Wescott Financial Advisory Group
Pennsylvania
$593K -$64.3K -605 -10%
KPWG
1003
KFA Private Wealth Group
Virginia
$590K +$66.4K +624 +13%
USB
1004
Union Savings Bank
Connecticut
$586K – – –
PWMAG
1005
Pinnacle Wealth Management Advisory Group
New Jersey
$586K -$170K -1,599 -22%
SFWC
1006
Strategic Family Wealth Counselors
New Jersey
$583K – – –
UFA
1007
Uptown Financial Advisors
Texas
$582K – – –
HTC
1008
Haverford Trust Company
Pennsylvania
$582K +$240K +2,260 +69%
COCM
1009
Charter Oak Capital Management
New Hampshire
$575K +$199K +1,875 +52%
LHC
1010
Little House Capital
Massachusetts
$574K +$204K +1,919 +54%
CCA
1011
Cadent Capital Advisors
Oklahoma
$570K +$2.87K +27 +0.5%
NB
1012
NBT Bank
New York
$570K – – –
GLA
1013
Good Life Advisors
Pennsylvania
$569K -$45K -423 -7%
VFPW
1014
Vantage Financial Partners (Wisconsin)
Wisconsin
$568K +$30K +282 +6%
TW
1015
TritonPoint Wealth
Maryland
$566K +$191K +1,795 +50%
BIA
1016
Bigelow Investment Advisors
Maine
$566K -$52.6K -495 -8%
BWM
1017
BankPlus Wealth Management
Mississippi
$564K +$568K +5,344 New
NL
1018
NDWM LLC
California
$563K +$568K +5,337 New
VC
1019
Veracity Capital
Georgia
$562K +$253K +2,378 +81%
AAS
1020
Ameritas Advisory Services
Nebraska
$559K -$5.85K -55 -1%
CC
1021
Copperleaf Capital
North Carolina
$558K -$55.3K -520 -9%
TWM
1022
Tradition Wealth Management
Minnesota
$558K – – –
CC
1023
Capstone Capital
Nevada
$557K -$87.8K -826 -14%
RPA
1024
Rock Point Advisors
Vermont
$556K -$10.6K -100 -2%
AB
1025
Atlas Brown
Kentucky
$553K +$1.81K +17 +0.3%
39 40
41
42 43