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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1051
Fidelis Capital Partners
Florida
$444K +$449K +4,167 New
WC
1052
Whitney & Co
New York
$444K – – –
AP
1053
Appleton Partners
Massachusetts
$443K +$184K +1,703 +72%
NCM
1054
NCM Capital Management
New Jersey
$439K – – –
SJGA
1055
Stephen J. Garry & Associates
New York
$438K +$435K +4,033 New
CKAIS
1056
Christensen King & Associates Investment Services
Washington
$437K -$10.3K -96 -2%
FW
1057
Fairway Wealth
Ohio
$437K +$128K +1,188 +42%
BIA
1058
Bell Investment Advisors
California
$435K -$11.5K -107 -3%
TW
1059
TritonPoint Wealth
Maryland
$435K -$134K -1,240 -24%
HCA
1060
Horan Capital Advisors
Ohio
$435K – – –
LIM
1061
Leavell Investment Management
Alabama
$434K +$177K +1,643 +70%
FCFC
1062
First Citizens Financial Corp
Iowa
$433K – – –
GAA
1063
Guardian Asset Advisors
Pennsylvania
$432K -$50.4K -468 -11%
AA
1064
Addison Advisors
Vermont
$430K -$25K -232 -6%
USB
1065
Union Savings Bank
Connecticut
$428K – – –
GIA
1066
Gladstone Institutional Advisory
Florida
$425K +$41.8K +388 +11%
KFGK
1067
Keystone Financial Group (Kentucky)
Kentucky
$425K +$421K +3,910 New
RP
1068
Riverwater Partners
Wisconsin
$424K +$3.02K +28 +0.7%
VFPW
1069
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$419K +3,888 New
WCF
1070
West Coast Financial
California
$422K -$8.84K -82 -2%
AWM
1071
Altus Wealth Management
Kentucky
$422K – – –
HWM
1072
HB Wealth Management
Georgia
$422K +$57.7K +535 +16%
BFG
1073
Beacon Financial Group
Texas
$421K +$18.4K +171 +5%
PFG
1074
PAX Financial Group
Texas
$419K +$10.1K +94 +2%
CWMS
1075
Cannon Wealth Management Services
North Carolina
$419K +$416K +3,857 New
41 42
43
44 45