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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1051
Trivium Point Advisory
Connecticut
$633K -$71.5K -668 -10%
MCA
1052
MSH Capital Advisors
Arizona
$632K – – –
AWS
1053
Aspen Wealth Strategies
Colorado
$632K +$72.1K +673 +13%
WWM
1054
Wiser Wealth Management
Georgia
$630K -$7.28K -68 -1%
EFM
1055
Eley Financial Management
Vermont
$630K -$143K -1,338 -19%
JSA
1056
Jim Saulnier & Associates
Colorado
$624K -$1.28K -12 -0.2%
RWM
1057
Rialto Wealth Management
New York
$623K -$7.71K -72 -1%
II
1058
Impact Investors
California
$622K +$41.4K +387 +7%
NC
1059
NewSquare Capital
Pennsylvania
$622K -$5.43M -50,700 -90%
WA
1060
Wealthstar Advisors
Texas
$616K -$678K -6,328 -52%
SC
1061
Sapient Capital
Indiana
$615K +$615K +5,740 New
RIP
1062
RAM Investment Partners
Washington
$614K +$40.9K +382 +7%
CWI
1063
Conscious Wealth Investments
Florida
$614K -$6.75K -63 -1%
FF
1064
Friday Financial
Iowa
$613K +$259K +2,419 +73%
SCM
1065
Seascape Capital Management
New Hampshire
$612K +$18.7K +175 +3%
QPWM
1066
Quadrant Private Wealth Management
Pennsylvania
$610K +$610K +5,696 New
BC
1067
BDFS Capital
Delaware
$607K +$606K +5,663 New
HTC
1068
Haverford Trust Company
Pennsylvania
$606K -$4.92K -46 -0.8%
HWA
1069
Heritage Wealth Advisors
Virginia
$605K +$605K +5,648 New
CCFM
1070
Clear Creek Financial Management
Washington
$604K +$8.14K +76 +1%
SIM
1071
Stratos Investment Management
Ohio
$602K +$127K +1,189 +27%
GWM
1072
Geneos Wealth Management
Colorado
$602K +$10.8K +101 +2%
CWMP
1073
Clarion Wealth Managment Partners
Virginia
$599K -$321 -3 -0.1%
HWM
1074
HB Wealth Management
Georgia
$599K -$260K -2,433 -30%
TCA
1075
Transcend Capital Advisors
New Jersey
$597K -$244K -2,280 -29%
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43
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