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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1051
AFT Forsyth & Company
Florida
$244K -$132K -1,250 -34%
BWM
1052
Boyd Wealth Management
California
$244K +$251K +2,379 New
HCM
1053
HMS Capital Management
Tennessee
$243K – – –
PWS
1054
Paragon Wealth Strategies
Florida
$241K -$116K -1,104 -32%
NCM
1055
Northland Capital Management
Minnesota
$240K – – –
FWM
1056
FSA Wealth Management
Massachusetts
$237K +$244K +2,313 New
CA
1057
Claro Advisors
Massachusetts
$237K +$244K +2,311 New
SRC
1058
Shufro Rose & Co
New York
$236K +$11.3K +107 +5%
WCFA
1059
Walkner Condon Financial Advisors
Wisconsin
$234K -$4.01K -38 -2%
VHAM
1060
Van Hulzen Asset Management
California
$234K – – –
AWMS
1061
Advocacy Wealth Management Services
Georgia
$233K – – –
DIP
1062
DT Investment Partners
Pennsylvania
$230K +$422 +4 +0.2%
TDWM
1063
Topel & Distasi Wealth Management
California
$230K – – –
AFG
1064
ABLE Financial Group
Arizona
$229K -$55.7K -528 -19%
TBWA
1065
Three Bridge Wealth Advisors
California
$228K +$16K +152 +7%
BHWA
1066
Beacon Harbor Wealth Advisors
Virginia
$228K – – –
GWANC
1067
Guardian Wealth Advisors (North Carolina)
North Carolina
$227K – – –
VCM
1068
Verde Capital Management
Michigan
$227K -$1.69K -16 -0.7%
MLM
1069
Mount Lucas Management
Pennsylvania
$226K -$278K -2,639 -55%
BCM
1070
Boltwood Capital Management
California
$226K – – –
FCT
1071
First Community Trust
Iowa
$223K – – –
WCWM
1072
Willow Creek Wealth Management
California
$223K – – –
PCMC
1073
Private Capital Management (Colorado)
Colorado
$223K -$553K -5,245 -71%
CIC
1074
Carnegie Investment Counsel
Ohio
$223K -$86.8K -823 -27%
MFG
1075
Monumental Financial Group
Maryland
$221K +$227K +2,155 New
41 42
43
44 45