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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1126
Beacon Financial Group
Texas
$520K -$5.27K -49 -1%
LHWM
1127
Lake Hills Wealth Management
Texas
$519K +$526K +4,892 New
HFO
1128
Heritage Family Offices
Arizona
$516K +$220K +2,043 +72%
SAM
1129
Strategy Asset Managers
California
$515K -$16.5K -153 -3%
ACM
1130
Advance Capital Management
Michigan
$514K -$25.6K -238 -5%
FTC
1131
Farmers Trust Company
Ohio
$512K +$53.3K +496 +11%
BBA
1132
Braun-Bostich & Associates
Pennsylvania
$512K +$2.58K +24 +0.5%
IA
1133
Integrity Alliance
Iowa
$512K -$125K -1,165 -19%
IAG
1134
Investment Advisory Group
Massachusetts
$510K – – –
AWA
1135
Acorn Wealth Advisors
Michigan
$507K -$10.1K -94 -2%
BIA
1136
Bell Investment Advisors
California
$505K +$316K +2,938 +161%
SFP
1137
Sandbox Financial Partners
Maryland
$505K +$3.98K +37 +0.8%
EWA
1138
Elevate Wealth Advisory
Georgia
$503K -$147K -1,368 -22%
LWA
1139
LifeGoal Wealth Advisors
New York
$500K -$188K -1,753 -27%
SEIA
1140
Signature Estate & Investment Advisors
California
$499K +$3.23K +30 +0.6%
TW
1141
TritonPoint Wealth
Maryland
$499K +$505K +4,697 New
AAS
1142
Asset Allocation Strategies
Michigan
$499K +$108 +1 +0%
SMA
1143
Sage Mountain Advisors
Georgia
$496K – – –
TFCP
1144
Twin Focus Capital Partners
Massachusetts
$492K – – –
IIC
1145
Integrated Investment Consultants
Michigan
$490K +$5.48K +51 +1%
BJL
1146
Brighton Jones LLC
Washington
$489K +$495K +4,605 New
KNW
1147
Kesler Norman & Wride
Utah
$486K +$83.9K +780 +21%
PCH
1148
PGIM Custom Harvest
New Jersey
$485K +$6.67K +62 +1%
CNTOF
1149
Canandaigua National Trust of Florida
New York
$485K +$10.8K +100 +2%
PWPS
1150
Pinnacle Wealth Planning Services
Ohio
$485K +$41.8K +389 +9%
44 45
46
47 48