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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
376
Precedent Wealth Partners
Texas
$5.61M +$39.4K +366 +0.7%
KWM
377
Kingsview Wealth Management
Oregon
$5.56M +$332K +3,078 +6%
NC
378
NewSquare Capital
Pennsylvania
$5.52M -$34.4K -319 -0.6%
HCC
379
Hirtle Callaghan & Co
Pennsylvania
$5.5M – – –
FCIM
380
Fairview Capital Investment Management
California
$5.48M – – –
FLA
381
Financial Life Advisors
Texas
$5.46M -$146K -1,358 -3%
RSWM
382
Robertson Stephens Wealth Management
California
$5.45M -$501K -4,653 -8%
AIM
383
Acropolis Investment Management
Missouri
$5.44M +$11.2K +104 +0.2%
SF
384
Synovus Financial
Georgia
$5.39M -$698K -6,474 -12%
SFG
385
Somnio Financial Group
Connecticut
$5.35M +$135K +1,249 +3%
MFG
386
Merit Financial Group
Georgia
$5.33M +$4.14M +38,397 +361%
FFG
387
Fiduciary Financial Group
California
$5.31M -$150K -1,392 -3%
PIMG
388
Patriot Investment Management Group
Tennessee
$5.27M -$233K -2,162 -4%
GGS
389
Galvin Gaustad & Stein
Arizona
$5.2M -$353K -3,276 -6%
PS
390
Principal Securities
Iowa
$5.15M +$649K +6,025 +15%
KPWS
391
Kestra Private Wealth Services
Texas
$5.13M -$903K -8,381 -16%
RJT
392
Raymond James Trust
Florida
$5.13M -$362K -3,356 -7%
MWA
393
Motive Wealth Advisors
Michigan
$5.13M – – –
TCM
394
TD Capital Management
Tennessee
$5.09M -$1.01M -9,379 -17%
SI
395
Stephens Inc
Arkansas
$5.04M -$32.3K -300 -0.6%
PPW
396
Presilium Private Wealth
Pennsylvania
$4.99M -$100K -929 -2%
TVM
397
True Vision MN
Minnesota
$4.99M +$167K +1,554 +4%
HWM
398
Hassell Wealth Management
Louisiana
$4.88M +$431 +4 +0%
SWA
399
Stratos Wealth Advisors
Ohio
$4.85M +$530K +4,917 +12%
GRP
400
Global Retirement Partners
California
$4.84M +$117K +1,084 +2%
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