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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
251
Wealth CMT
New Jersey
$8.13M -$522K -5,013 -6%
VWM
252
Venturi Wealth Management
Texas
$8.13M +$617K +5,920 +8%
VC
253
Veery Capital
Delaware
$8.08M -$745K -7,146 -9%
RCA
254
Resonant Capital Advisors
Wisconsin
$8.06M +$3.06M +29,404 +63%
FGG
255
Financial Guidance Group
Florida
$8.06M -$188K -1,803 -2%
BWM
256
Baystate Wealth Management
Massachusetts
$7.97M +$3.03M +29,042 +63%
BWA
257
Burt Wealth Advisors
Maryland
$7.96M -$619K -5,943 -7%
SAG
258
SageView Advisory Group
California
$7.93M +$7.84M +75,184 New
MYIA
259
Mount Yale Investment Advisors
Colorado
$7.65M +$6.95M +66,671 +1,147%
CWM
260
Connecticut Wealth Management
Connecticut
$7.58M +$4M +38,373 +115%
HI
261
Harper Investing
California
$7.56M -$9.64M -92,510 -56%
FAM
262
Forte Asset Management
New York
$7.48M +$1.26M +12,076 +21%
CT
263
Cambridge Trust
Massachusetts
$7.47M +$7.27M +69,770 +6,949%
WP
264
WealthSource Partners
California
$7.42M -$5.55M -53,299 -43%
WFS
265
Weitzel Financial Services
Iowa
$7.42M +$173K +1,661 +2%
GCM
266
Granby Capital Management
Florida
$7.39M +$7.3M +70,000 New
3LCM
267
3D/L Capital Management
Connecticut
$7.39M +$6.61M +63,398 +962%
SF
268
Synovus Financial
Georgia
$7.38M -$1.21M -11,566 -14%
ACM
269
AUA Capital Management
Pennsylvania
$7.15M +$3.75K +36 +0.1%
SW
270
SVB Wealth
Massachusetts
$7.14M +$5.17M +49,618 +274%
TC
271
TownSquare Capital
Utah
$7.06M +$3.12M +29,981 +81%
AWA
272
Aquire Wealth Advisors
Utah
$7.04M +$466K +4,476 +7%
MWA
273
Martel Wealth Advisors
Washington
$7.03M +$932K +8,944 +15%
CISOA
274
Capital Investment Services of America
Wisconsin
$6.94M – – –
GP
275
Girard Partners
Pennsylvania
$6.93M -$314K -3,015 -4%
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11
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