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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
401
Advisornet Financial
Minnesota
$2.61M +$546K +5,135 +25%
AFPL
402
Advus Financial Partners, LLC
Florida
$2.61M +$454K +4,272 +20%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$2.59M +$982K +9,237 +58%
LBC
404
Lowe Brockenbrough & Co
Virginia
$2.54M – – –
EFG
405
Everhart Financial Group
Ohio
$2.53M -$210K -1,971 -7%
BFO
406
Biltmore Family Office
North Carolina
$2.52M -$58.5K -550 -2%
JBA
407
Johnson Bixby & Associates
Washington
$2.49M -$96.5K -908 -4%
SIA
408
Schechter Investment Advisors
Michigan
$2.49M -$498K -4,684 -16%
CWP
409
Concord Wealth Partners
Virginia
$2.48M -$48.1K -452 -2%
SWP
410
Stratos Wealth Partners
Ohio
$2.47M -$803K -7,549 -24%
DWT
411
Dorsey & Whitney Trust
South Dakota
$2.47M +$1.42M +13,350 +125%
CT
412
Caldwell Trust
Florida
$2.45M -$50.5K -475 -2%
RJT
413
Raymond James Trust
Florida
$2.44M -$537K -5,054 -18%
SF
414
Summit Financial
New Jersey
$2.43M -$2.26M -21,248 -47%
MW
415
MBL Wealth
North Carolina
$2.41M +$492K +4,630 +25%
WAL
416
W Advisors LLC
Tennessee
$2.41M +$1.97M +18,509 +371%
FNT
417
First National Trust
Pennsylvania
$2.4M +$794K +7,466 +47%
MWP
418
Madison Wealth Partners
Wisconsin
$2.39M -$189K -1,782 -7%
DBT
419
Dubuque Bank & Trust
Iowa
$2.38M – – –
WS
420
Wedbush Securities
California
$2.37M +$572K +5,383 +30%
VT
421
Vise Technologies
New York
$2.37M +$434K +4,086 +21%
CA
422
CGN Advisors
Kansas
$2.32M -$2.95M -27,764 -55%
TFA
423
Trinity Financial Advisors
Ohio
$2.31M -$16.3M -153,131 -87%
RMC
424
Regis Management Company
California
$2.31M -$9.36K -88 -0.4%
SCG
425
Sonata Capital Group
Washington
$2.3M -$613K -5,770 -20%
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17
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