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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1026
KFA Private Wealth Group
Virginia
$410K -$254K -2,389 -38%
SFS
1027
Sharp Financial Services
Pennsylvania
$408K +$13.3K +125 +3%
CCMG
1028
Clark Capital Management Group
Pennsylvania
$407K +$159K +1,495 +64%
PCMC
1029
Paragon Capital Management (Colorado)
Colorado
$406K -$155K -1,458 -28%
DWA
1030
Delta Wealth Advisors
Indiana
$404K -$156K -1,468 -28%
WAG
1031
Wheelhouse Advisory Group
Missouri
$401K -$38.1K -358 -9%
PFG
1032
PAX Financial Group
Texas
$401K -$57.4K -539 -13%
IA
1033
Insight Advisors
Pennsylvania
$395K +$79.6K +747 +25%
SWP
1034
Summit Wealth Partners
Florida
$395K +$1.6K +15 +0.4%
BFG
1035
Beacon Financial Group
Texas
$394K -$66.2K -622 -14%
NWM
1036
Northwest Wealth Management
Iowa
$394K +$12.7K +119 +3%
GFA
1037
Gallagher Fiduciary Advisors
Illinois
$392K +$22.5K +211 +6%
IWM
1038
Integris Wealth Management
California
$392K -$231K -2,169 -37%
VFG
1039
Valley Financial Group
Pennsylvania
$390K +$1.92K +18 +0.5%
FGA
1040
Fortis Group Advisors
New Jersey
$390K +$390K +3,659 New
HWA
1041
Hilltop Wealth Advisors
North Carolina
$390K – – –
VNIM
1042
Vaughan Nelson Investment Management
Texas
$389K – – –
VC
1043
Veracity Capital
Georgia
$388K -$393K -3,688 -50%
VFA
1044
Valeo Financial Advisors
Indiana
$388K +$138K +1,295 +55%
LHC
1045
Little House Capital
Massachusetts
$388K +$10.8K +101 +3%
GCM
1046
Gallacher Capital Management
Colorado
$382K -$35.4K -332 -8%
IFA
1047
Interactive Financial Advisors
Illinois
$382K -$35.3K -331 -8%
RZH
1048
Relyea Zuckerberg Hanson
Connecticut
$378K – – –
SAG
1049
Spotlight Asset Group
Illinois
$378K – – –
AFAS
1050
Acorn Financial Advisory Services
Virginia
$377K – – –
40 41
42
43 44