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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
426
Capital Investment Advisory Services
North Carolina
$1.88M -$23.8M -204,369 -93%
MAM
427
Meeder Asset Management
Ohio
$1.86M +$104K +891 +6%
CCP
428
Cardan Capital Partners
Colorado
$1.84M -$436K -3,738 -19%
BA
429
Bellwether Advisors
Nebraska
$1.84M – – –
PA
430
Perennial Advisors
New York
$1.8M +$95.3K +817 +6%
BCA
431
Berman Capital Advisors
Georgia
$1.79M +$5.83K +50 +0.3%
BWM
432
BCGM Wealth Management
Indiana
$1.78M -$49.9K -428 -3%
VFA
433
Voya Financial Advisors
Connecticut
$1.75M +$36.3K +311 +2%
PWA
434
Physician Wealth Advisors
Utah
$1.75M +$49.7K +426 +3%
ESB
435
Essex Savings Bank
Connecticut
$1.75M +$4.78K +41 +0.3%
WA
436
Wealth Alliance
New York
$1.74M +$845K +7,242 +93%
PPWM
437
PFG Private Wealth Management
Florida
$1.73M -$57.5K -493 -3%
UR
438
USCA RIA
Texas
$1.72M -$99.7K -855 -5%
EA
439
Efficient Advisors
Ohio
$1.71M -$365K -3,133 -18%
SWA
440
Stratos Wealth Advisors
Ohio
$1.7M +$945K +8,103 +124%
FFS
441
Founders Financial Securities
Maryland
$1.69M +$98.7K +846 +6%
IWC
442
Integrated Wealth Concepts
Massachusetts
$1.69M +$483K +4,143 +40%
HI
443
Horizon Investments
North Carolina
$1.69M +$1.7M +14,535 New
RWB
444
RMR Wealth Builders
New Jersey
$1.68M +$1.04M +8,902 +159%
JCM
445
Jacobi Capital Management
Pennsylvania
$1.68M +$124K +1,061 +8%
CPSC
446
Carl P. Sherr & Co
Massachusetts
$1.68M – – –
FWA
447
FOCUS Wealth Advisors
Texas
$1.67M +$149K +1,281 +10%
FPW
448
Flagship Private Wealth
Massachusetts
$1.67M +$285K +2,443 +20%
VFA
449
Valeo Financial Advisors
Indiana
$1.67M +$378K +3,241 +29%
CIA
450
Compass Ion Advisors
Pennsylvania
$1.67M +$806K +6,914 +93%
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