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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
326
Ritholtz Wealth Management
New York
$2.85M +$98.2K +845 +4%
FPS
327
Fieldpoint Private Securities
Connecticut
$2.85M – – –
PCMC
328
Paragon Capital Management (Colorado)
Colorado
$2.84M +$252K +2,171 +10%
CCM
329
Colorado Capital Management
Colorado
$2.84M – – –
RPGK
330
Retirement Planning Group (Kansas)
Kansas
$2.83M +$63.4K +546 +2%
MA
331
Mutual Advisors
Nebraska
$2.83M +$258K +2,224 +10%
SG
332
StoneX Group
New York
$2.81M +$729K +6,278 +35%
SF
333
Summit Financial
New Jersey
$2.8M -$20.8K -179 -0.7%
SBSB
334
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.8M -$40.3K -347 -1%
FNBOSM
335
First National Bank of South Miami
Florida
$2.76M +$21.7K +187 +0.8%
TA
336
Tiedemann Advisors
New York
$2.73M – – –
AWMG
337
Alliance Wealth Management Group
New Jersey
$2.73M +$77.1K +664 +3%
BCP
338
Blue Chip Partners
Michigan
$2.73M +$120K +1,031 +5%
LFS
339
Legacy Financial Strategies
Kansas
$2.71M +$141K +1,214 +6%
GI
340
Gradient Investments
Minnesota
$2.69M -$95.6K -823 -3%
GA
341
GoalVest Advisory
New York
$2.68M +$2.66M +22,877 New
DC
342
Derby & Company
Massachusetts
$2.68M +$228K +1,962 +9%
FHB
343
First Hawaiian Bank
Hawaii
$2.68M +$2.07M +17,802 +353%
SFG
344
SNS Financial Group
Minnesota
$2.67M +$1.5M +12,925 +131%
MFM
345
Mirsky Financial Management
New York
$2.66M +$433K +3,729 +20%
PJSIMP
346
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.62M +$585K +5,033 +29%
EWMCB
347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.61M +$95.4K +821 +4%
COF
348
Capital One Financial
Virginia
$2.6M -$1.35M -11,591 -34%
KCM
349
Kanawha Capital Management
Virginia
$2.6M -$1.01M -8,680 -28%
AI
350
Atria Investments
North Carolina
$2.59M +$694K +5,978 +37%
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