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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
IMA
401
Investment Management Associates
Colorado
$2.02M +$498K +4,269 +33%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$2.02M – – –
PCP
403
Proficio Capital Partners
Massachusetts
$2.01M +$2.02M +17,330 New
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$2M +$275K +2,362 +16%
SA
405
Sunesis Advisors
Kansas
$2M – – –
OR
406
Olympiad Research
Connecticut
$2M -$8.98M -76,951 -82%
WAS
407
Wealth Advisory Solutions
Indiana
$2M +$1.04M +8,952 +204%
MIM
408
MetLife Investment Management
New Jersey
$2M +$2.01M +17,228 New
ECM
409
Exchange Capital Management
Michigan
$1.98M +$233K +1,995 +13%
AWM
410
Altus Wealth Management
Kentucky
$1.97M +$600K +5,145 +43%
NA
411
NewEdge Advisors
Louisiana
$1.97M +$996K +8,536 +101%
MA
412
Mutual Advisors
Nebraska
$1.97M -$835K -7,157 -30%
BFG
413
Baron Financial Group
New Jersey
$1.95M +$1.24M +10,635 +173%
SBSB
414
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.94M -$840K -7,202 -30%
AAM
415
Autus Asset Management
Arizona
$1.93M – – –
CCM
416
Coldstream Capital Management
Washington
$1.93M -$272K -2,335 -12%
MAFM
417
Mid Atlantic Financial Management
Pennsylvania
$1.92M -$151K -1,296 -7%
ST
418
Spinnaker Trust
Maine
$1.92M – – –
WAOI
419
Wealth Advisors of Iowa
Iowa
$1.9M +$319K +2,736 +20%
WIA
420
World Investment Advisors
California
$1.9M +$500K +4,291 +36%
SWP
421
ShoreHaven Wealth Partners
New Jersey
$1.9M +$88.4K +758 +5%
FFN
422
Focus Financial Network
Minnesota
$1.89M +$582K +4,991 +44%
CFA
423
Cahill Financial Advisors
Minnesota
$1.89M -$93.7K -803 -5%
EWP
424
Engrave Wealth Partners
Texas
$1.89M +$1.9M +16,303 New
PMG
425
ProVise Management Group
Florida
$1.89M -$52.6K -451 -3%
15 16
17
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