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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1026
Hexagon Capital Partners
Arkansas
$416K +$101K +936 +32%
EFG
1027
Ethos Financial Group
Pennsylvania
$414K – – –
RP
1028
Riverwater Partners
Wisconsin
$414K +$2.05K +19 +0.5%
BIA
1029
Bell Investment Advisors
California
$413K +$1.19K +11 +0.3%
SWM
1030
Sterling Wealth Management
Illinois
$411K +$127K +1,173 +44%
RMC
1031
Regis Management Company
California
$409K +$64.7K +600 +19%
RIA
1032
Realta Investment Advisors
Delaware
$407K +$4.64K +43 +1%
SFS
1033
Sharp Financial Services
Pennsylvania
$398K -$54K -500 -12%
SWP
1034
Summit Wealth Partners
Florida
$397K +$1.08K +10 +0.3%
HWA
1035
Hilltop Wealth Advisors
North Carolina
$393K – – –
VNIM
1036
Vaughan Nelson Investment Management
Texas
$393K – – –
VFG
1037
Valley Financial Group
Pennsylvania
$392K +$113K +1,046 +40%
IAIM
1038
International Assets Investment Management
Florida
$391K -$600K -5,562 -60%
NWM
1039
Northwest Wealth Management
Iowa
$385K -$16.1K -149 -4%
BHWM
1040
Bar Harbor Wealth Management
New Hampshire
$384K +$30.1K +279 +8%
EIA
1041
Edgemoor Investment Advisors
Maryland
$383K – – –
SW
1042
SMART Wealth
Nebraska
$382K +$37.8K +350 +11%
RZH
1043
Relyea Zuckerberg Hanson
Connecticut
$382K -$100K -928 -21%
SAG
1044
Spotlight Asset Group
Illinois
$381K – – –
AFAS
1045
Acorn Financial Advisory Services
Virginia
$381K +$382K +3,539 New
LHC
1046
Little House Capital
Massachusetts
$381K -$41.1K -381 -10%
TWP
1047
Tyche Wealth Partners
Texas
$380K – – –
AB
1048
Atlas Brown
Kentucky
$380K +$381K +3,530 New
SWP
1049
Strategic Wealth Partners
Ohio
$379K +$147K +1,359 +63%
FPAS
1050
Focus Partners Advisor Solutions
Missouri
$378K -$1.85M -17,167 -83%
40 41
42
43 44