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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
376
Dean Investment Associates
Ohio
$2.32M -$139K -1,198 -6%
PTC
377
Philadelphia Trust Company
Pennsylvania
$2.31M – – –
CCP
378
Cardan Capital Partners
Colorado
$2.3M -$613K -5,274 -21%
4WM
379
4J Wealth Management
Virginia
$2.3M +$2.28M +19,594 New
DSC
380
Duncker Streett & Co
Missouri
$2.29M -$832K -7,160 -27%
MFG
381
Menard Financial Group
Texas
$2.28M -$270K -2,321 -11%
MCC
382
Money Concepts Capital
Florida
$2.27M +$2.25M +19,334 New
FAIM
383
Financial Advocates Investment Management
Washington
$2.24M +$128K +1,105 +6%
WJA
384
Willis Johnson & Associates
Texas
$2.24M +$2.22M +19,091 New
AWE
385
Avidian Wealth Enterprises
Texas
$2.23M +$134K +1,151 +6%
CCM
386
Coldstream Capital Management
Washington
$2.22M +$36.1K +311 +2%
PP
387
Prosperity Planning
Missouri
$2.21M – – –
OAM
388
Occidental Asset Management
California
$2.19M +$1.98K +17 +0.1%
CT
389
Columbia Trust
Oregon
$2.19M +$2.17M +18,717 New
TWM
390
Tolleson Wealth Management
Texas
$2.19M +$956K +8,232 +79%
GL
391
Graypoint LLC
New York
$2.17M +$59.6K +513 +3%
TCA
392
Transcend Capital Advisors
New Jersey
$2.15M +$242K +2,079 +13%
IWA
393
IBEX Wealth Advisors
New Jersey
$2.15M +$326K +2,807 +18%
WWM
394
Wiser Wealth Management
Georgia
$2.14M +$2.13M +18,293 New
RTC
395
Riverview Trust Company
Washington
$2.13M -$296K -2,547 -12%
MAS
396
Managed Account Services
Florida
$2.12M +$713K +6,135 +51%
CT
397
Caldwell Trust
Florida
$2.09M +$34.9K +300 +2%
MAFM
398
Mid Atlantic Financial Management
Pennsylvania
$2.09M +$458K +3,939 +28%
EA
399
Efficient Advisors
Ohio
$2.09M -$94.4K -813 -4%
SVWAG
400
Sound View Wealth Advisors Group
Georgia
$2.08M -$87.1K -750 -4%
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