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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1126
Willis Johnson & Associates
Texas
$424K +$18.2K +171 +4%
HWMC
1127
Heritage Wealth Management (California)
California
$423K +$32.1K +302 +8%
LIG
1128
Lokken Investment Group
Delaware
$422K +$52.1K +490 +14%
WWP
1129
Wise Wealth Partners
Arizona
$421K -$1.81K -17 -0.4%
SGI
1130
Summit Global Investments
Utah
$420K -$26.3K -247 -6%
CAM
1131
Covenant Asset Management
New Jersey
$419K – – –
CAG
1132
Curtis Advisory Group
California
$418K +$422K +3,967 New
RFP
1133
Root Financial Partners
California
$418K -$500K -4,705 -54%
AA
1134
Addison Advisors
Vermont
$418K +$319 +3 +0.1%
AWM
1135
Altus Wealth Management
Kentucky
$417K -$392K -3,685 -48%
PWA
1136
Provenance Wealth Advisors
Florida
$416K -$150K -1,411 -26%
SPI
1137
Sutton Place Investors
New York
$416K -$224K -2,105 -35%
TWCA
1138
Two West Capital Advisors
Kansas
$416K +$199K +1,867 +85%
EL
1139
EWA LLC
Pennsylvania
$415K -$36.1K -339 -8%
VNIM
1140
Vaughan Nelson Investment Management
Texas
$413K +$28.2K +265 +7%
VFG
1141
Valley Financial Group
Pennsylvania
$413K +$6.28K +59 +2%
WCF
1142
West Coast Financial
California
$410K – – –
ETC
1143
Exchange Traded Concepts
Oklahoma
$409K -$83K -780 -17%
OPAM
1144
Ocean Park Asset Management
California
$409K -$83K -780 -17%
TCA
1145
Transcend Capital Advisors
New Jersey
$406K -$44.5K -418 -10%
SPF
1146
South Plains Financial
Texas
$405K – – –
CTA
1147
Colonial Trust Advisors
South Carolina
$402K +$192K +1,808 +90%
NCM
1148
Noesis Capital Mangement
Florida
$399K -$79.8K -750 -17%
BFG
1149
Berger Financial Group
Minnesota
$399K +$1.91K +18 +0.5%
AC
1150
Anson Capital
Georgia
$398K +$29.2K +275 +8%
44 45
46
47 48