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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
301
SteelPeak Wealth
California
$2.7M +$948K +8,351 +56%
TA
302
Tiedemann Advisors
New York
$2.69M – – –
BFA
303
Bragg Financial Advisors
North Carolina
$2.68M -$712K -6,271 -21%
PP
304
PDS Planning
Ohio
$2.67M +$134K +1,182 +5%
SF
305
Summit Financial
New Jersey
$2.65M -$381K -3,356 -13%
RPGK
306
Retirement Planning Group (Kansas)
Kansas
$2.61M +$58.2K +513 +2%
CPO
307
Cerity Partners OCIO
New York
$2.59M +$147K +1,292 +6%
DC
308
Derby & Company
Massachusetts
$2.58M +$385K +3,392 +18%
BCP
309
Blue Chip Partners
Michigan
$2.56M -$13.1K -115 -0.5%
PCMC
310
Paragon Capital Management (Colorado)
Colorado
$2.56M -$182K -1,603 -7%
MGI
311
MayTech Global Investments
New York
$2.5M – – –
3AM
312
3D Asset Management
Connecticut
$2.49M -$4.33M -38,144 -64%
GBT
313
Grove Bank & Trust
Florida
$2.49M +$143K +1,256 +6%
KCM
314
Kanawha Capital Management
Virginia
$2.49M -$82.1K -723 -3%
DIA
315
Dean Investment Associates
Ohio
$2.46M -$36.9K -325 -2%
PA
316
Pinnacle Associates
New York
$2.46M +$36K +317 +2%
AWMG
317
Alliance Wealth Management Group
New Jersey
$2.45M -$270K -2,375 -10%
LWANC
318
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.45M -$130K -1,148 -5%
AFP
319
Ausdal Financial Partners
Iowa
$2.44M +$146K +1,287 +6%
GRP
320
Global Retirement Partners
California
$2.44M -$258K -2,272 -10%
AAS
321
Avantax Advisory Services
Texas
$2.4M -$2.02M -17,782 -46%
EA
322
Efficient Advisors
Ohio
$2.4M -$108K -948 -4%
FAIM
323
Financial Advocates Investment Management
Washington
$2.35M +$117K +1,028 +5%
CFGS
324
Concourse Financial Group Securities
Alabama
$2.34M +$612K +5,393 +36%
RFO
325
RiverGlades Family Offices
Florida
$2.33M -$70.9K -625 -3%
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