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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
401
Whitegate Investment Counselors
New Hampshire
$2.76M +$2.76M +25,910 New
GGS
402
Galvin Gaustad & Stein
Arizona
$2.74M -$755K -7,076 -22%
PCWA
403
Pacific Capital Wealth Advisors
California
$2.73M – – –
AWM
404
Axxcess Wealth Management
California
$2.72M +$434K +4,069 +19%
CT
405
Columbia Trust
Oregon
$2.71M -$74.7K -700 -3%
GWM
406
Grand Wealth Management
Michigan
$2.69M +$1.3M +12,218 +93%
JBA
407
Johnson Bixby & Associates
Washington
$2.68M +$1.22M +11,461 +83%
BFO
408
Biltmore Family Office
North Carolina
$2.68M -$122K -1,143 -4%
MWP
409
Madison Wealth Partners
Wisconsin
$2.67M -$3.13M -29,354 -54%
RFP
410
Roth Financial Partners
Texas
$2.66M +$2.67M +25,056 New
CIA
411
Capital Investment Advisors
Georgia
$2.66M -$99.5K -932 -4%
HCM
412
Hengehold Capital Management
Ohio
$2.65M -$44.8M -419,704 -94%
LBC
413
Lowe Brockenbrough & Co
Virginia
$2.64M – – –
CWP
414
Concord Wealth Partners
Virginia
$2.62M -$217K -2,033 -8%
TCM
415
Twele Capital Management
Minnesota
$2.62M +$238K +2,230 +10%
WF
416
Williams Financial
Vermont
$2.62M -$15.3M -142,922 -85%
SW
417
SVB Wealth
Massachusetts
$2.61M +$2.32M +21,763 +781%
FPS
418
Fieldpoint Private Securities
Connecticut
$2.6M -$59.8K -560 -2%
CT
419
Caldwell Trust
Florida
$2.59M -$10.4K -97 -0.4%
JWCA
420
J.W. Cole Advisors
Florida
$2.59M -$2.44M -22,878 -48%
MA
421
Mutual Advisors
Nebraska
$2.57M -$550K -5,154 -18%
CWA
422
Canvas Wealth Advisors
Kansas
$2.56M -$741K -6,940 -22%
FAM
423
Forte Asset Management
New York
$2.56M +$2.56M +24,020 New
OPWM
424
Oakwell Private Wealth Management
Texas
$2.55M -$437K -4,091 -15%
FAIM
425
Financial Advocates Investment Management
Washington
$2.55M -$688K -6,449 -21%
15 16
17
18 19