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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
401
Cerity Partners OCIO
New York
$2.91M +$53.6K +462 +2%
IWS
402
Insight Wealth Strategies
California
$2.9M -$97.2K -837 -3%
TCA
403
Transcend Capital Advisors
New Jersey
$2.89M +$272K +2,340 +10%
EGA
404
Eagle Global Advisors
Texas
$2.89M +$228K +1,960 +9%
GRP
405
Global Retirement Partners
California
$2.86M +$68.9K +593 +2%
RJT
406
Raymond James Trust
Florida
$2.83M +$25K +215 +0.9%
SPFA
407
Summit Place Financial Advisors
New Jersey
$2.81M +$1.89M +16,265 +206%
CT
408
Caldwell Trust
Florida
$2.79M +$203K +1,750 +8%
RA
409
RFG Advisory
Alabama
$2.74M +$457K +3,939 +20%
GWM
410
Geneos Wealth Management
Colorado
$2.74M +$961K +8,280 +54%
KCM
411
Kanawha Capital Management
Virginia
$2.73M +$10.2K +88 +0.4%
OAM
412
Occidental Asset Management
California
$2.73M +$92.7K +798 +4%
RWM
413
Ritholtz Wealth Management
New York
$2.72M -$153K -1,316 -5%
OA
414
Operose Advisors
Wisconsin
$2.69M +$2.68M +23,088 New
CCA
415
Cadent Capital Advisors
Oklahoma
$2.65M +$66.1K +569 +3%
APA
416
American Portfolios Advisors
New York
$2.65M +$51.7K +445 +2%
TCM
417
Twele Capital Management
Minnesota
$2.64M +$99.4K +856 +4%
WJA
418
Willis Johnson & Associates
Texas
$2.62M +$172K +1,485 +7%
FTS
419
Fifth Third Securities
Ohio
$2.58M +$145K +1,253 +6%
FANJ
420
Financial Architects (New Jersey)
New Jersey
$2.57M +$440K +3,787 +21%
HFA
421
High Falls Advisors
New York
$2.56M -$235K -2,026 -8%
SFG
422
SNS Financial Group
Minnesota
$2.56M -$443K -3,812 -15%
SWA
423
Safir Wealth Advisors
New Hampshire
$2.52M +$229K +1,975 +10%
WLIM
424
White Lighthouse Investment Management
Massachusetts
$2.51M +$25.3K +218 +1%
COF
425
Capital One Financial
Virginia
$2.5M +$54.5K +469 +2%
15 16
17
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