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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
376
Cypress Wealth Services
California
$3.17M -$434K -4,064 -12%
AA
377
Auxano Advisors
Washington
$3.17M – – –
SFG
378
Sowa Financial Group
Rhode Island
$3.17M -$255K -2,387 -7%
USAA
379
United Services Automobile Association
Texas
$3.16M -$49.9K -468 -2%
NA
380
NewEdge Advisors
Louisiana
$3.15M -$2.34M -21,911 -42%
PFM
381
Parsec Financial Management
North Carolina
$3.13M +$2.44M +22,877 +347%
AWA
382
Aletheian Wealth Advisors
Washington
$3.09M -$1.28M -12,032 -29%
SIA
383
Schechter Investment Advisors
Michigan
$3.08M -$823K -7,710 -21%
RJT
384
Raymond James Trust
Florida
$3.06M +$563K +5,276 +22%
SWM
385
Spire Wealth Management
Virginia
$3.02M -$2.02M -18,892 -40%
BF
386
Brooklyn FI
New York
$3.01M -$92K -862 -34%
SCG
387
Sonata Capital Group
Washington
$2.99M -$960K -8,995 -24%
AP
388
Advisor Partners
California
$2.99M +$114K +1,069 +4%
EWMCB
389
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.99M +$127K +1,188 +4%
AWM
390
Apollon Wealth Management
South Carolina
$2.96M -$3.11M -29,098 -51%
CWM
391
Cornerstone Wealth Management
Missouri
$2.94M -$1.11M -10,371 -27%
NPP
392
New Potomac Partners
Maryland
$2.94M +$2.95M +27,615 New
MFG
393
MidWestOne Financial Group
Iowa
$2.93M +$107 +1 +0%
PP
394
Prosperity Planning
Missouri
$2.86M -$2.73M -25,551 Closed
MGI
395
MayTech Global Investments
New York
$2.85M – – –
EFG
396
Everhart Financial Group
Ohio
$2.83M +$1.52M +14,266 +115%
TAM
397
Tocqueville Asset Management
New York
$2.83M -$480K -4,500 -14%
FNBOSM
398
First National Bank of South Miami
Florida
$2.81M -$44.8K -420 -2%
IWS
399
Insight Wealth Strategies
California
$2.81M +$41.3K +387 +1%
VWA
400
Visionary Wealth Advisors
Illinois
$2.78M -$2.31M -21,656 -45%
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