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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$5.97K – – –
BOJHT
1502
Bank of Jackson Hole Trust
Wyoming
$5.33K +$5.37K +50 New
PC
1503
Promus Capital
Illinois
$5.11K +$5.16K +48 New
SAS
1504
Spurstone Advisory Services
Connecticut
$4.9K +$4.94K +46 New
VWWMG
1505
Vermillion & White Wealth Management Group
Pennsylvania
$4.26K – – –
BCMLT
1506
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.21K – – –
RIL
1507
Rothschild Investment LLC
Illinois
$4.05K -$215 -2 -5%
PFA
1508
Pillar Financial Advisors
Kentucky
$3.52K +$3.54K +33 New
KFP
1509
Keener Financial Planning
Texas
$3K – – –
CWP
1510
Clark Wealth Partners
Illinois
$2.66K +$2.69K +25 New
IHWM
1511
Iron Horse Wealth Management
Iowa
$2.34K – – –
FLP
1512
Financial Life Planners
Arizona
$2.04K +$2.04K +19 New
DWM
1513
Darwin Wealth Management
Florida
$1.92K – – –
SIC
1514
Salem Investment Counselors
North Carolina
$1.84K -$24.6K -229 -93%
RCM
1515
Raleigh Capital Management
North Carolina
$1.62K – – –
HR
1516
Howe & Rusling
New York
$1.49K – – –
MWA
1517
Medallion Wealth Advisors
Connecticut
$1.49K +$1.5K +14 New
AWM
1518
Atticus Wealth Management
Florida
$1.28K – – –
HWM
1519
Hemington Wealth Management
Virginia
$1K +$1.07K +10 New
MAS
1520
MPWM Advisory Solutions
Georgia
$959 +$967 +9 New
ADL
1521
Asset Dedication LLC
California
$853 – – –
HCM
1522
Hollencrest Capital Management
California
$852 – – –
1IA
1523
1620 Investment Advisors
Massachusetts
$746 -$4.41K -41 -85%
GWS
1524
Glassman Wealth Services
Virginia
$746 +$752 +7 New
NS
1525
NBC Securities
Alabama
$661 -$666K -6,200 -100%
59 60
61
62 63