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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1076
Verum Partners
North Carolina
$339K +$339K +3,184 New
WSWA
1077
Warren Street Wealth Advisors
California
$337K -$5.22K -49 -2%
SFG
1078
Sage Financial Group
Pennsylvania
$335K +$334K +3,140 New
BFA
1079
Bright Financial Advisors
Michigan
$333K -$17.7K -166 -5%
BWP
1080
BSW Wealth Partners
Colorado
$333K -$10K -94 -3%
ODA
1081
One Degree Advisors
California
$332K -$7.78K -73 -2%
BTI
1082
Blue Trust Inc
Georgia
$332K -$213K -2,001 -39%
CWP
1083
Concord Wealth Partners
Virginia
$330K -$352K -3,308 -52%
UBV
1084
United Bank (Virginia)
Virginia
$326K – – –
UAG
1085
United Advisor Group
Ohio
$326K +$20.9K +196 +7%
GI
1086
GLOBALT Investments
Georgia
$325K +$325K +3,047 New
CCA
1087
Conservest Capital Advisors
Pennsylvania
$324K – – –
CGA
1088
Crescent Grove Advisors
Illinois
$320K – – –
OIA
1089
Optimum Investment Advisors
Illinois
$320K – – –
WE
1090
Wealth Effects
Massachusetts
$317K +$37.6K +353 +13%
VIM
1091
Vista Investment Management
Pennsylvania
$317K -$5.33K -50 -2%
HOWA
1092
Heritage Oak Wealth Advisors
Florida
$317K +$317K +2,972 New
HGWM
1093
Horst & Graben Wealth Management
Oregon
$316K +$2.34K +22 +0.7%
S
1094
Sachetta
Massachusetts
$315K +$100K +941 +47%
PCS
1095
Personal CFO Solutions
New Jersey
$315K +$48.2K +453 +18%
WSFS
1096
Wilmington Savings Fund Society
Delaware
$314K +$314K +2,950 New
NLP
1097
Next Level Private
New York
$314K +$314K +2,949 New
C
1098
Covestor
United Kingdom
$313K +$36.6K +344 +13%
RW
1099
Rockport Wealth
Ohio
$311K +$6.6K +62 +2%
BP
1100
BBR Partners
New York
$311K +$5.11K +48 +2%
42 43
44
45 46