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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
426
SVB Wealth
Massachusetts
$4.37M -$11.9M -110,622 -73%
FAIM
427
Financial Advocates Investment Management
Washington
$4.32M +$18.3K +170 +0.4%
OAP
428
One Advisory Partners
Kansas
$4.29M +$109K +1,013 +3%
JGCM
429
Joseph Group Capital Management
Ohio
$4.26M -$132K -1,228 -3%
IWS
430
Insight Wealth Strategies
California
$4.2M +$425K +3,948 +11%
OP
431
ORG Partners
Indiana
$4.17M -$1.54M -14,291 -27%
GFS
432
GYL Financial Synergies
Connecticut
$4.17M +$223K +2,068 +6%
MWM
433
Mission Wealth Management
California
$4.13M +$214K +1,987 +6%
AIP
434
Ameritas Investment Partners
Nebraska
$4.13M -$34.6K -321 -0.8%
SFG
435
SevenBridge Financial Group
Pennsylvania
$4.12M -$79.6K -739 -2%
CFMC
436
Curbstone Financial Management Corp
New Hampshire
$4.1M -$1.08M -10,050 -21%
MLA
437
My Legacy Advisors
Oregon
$4.1M -$62.4K -579 -2%
WIC
438
Whitegate Investment Counselors
New Hampshire
$4.05M – – –
CAWM
439
Capital Advisors Wealth Management
Washington
$4.05M +$175K +1,625 +5%
AF
440
Advisornet Financial
Minnesota
$4.05M +$1.71M +15,878 +74%
CG
441
Clifford Group
Massachusetts
$4.01M -$293K -2,722 -7%
BFG
442
Bleakley Financial Group
New Jersey
$3.99M -$220K -2,040 -5%
CWS
443
Confluence Wealth Services
Pennsylvania
$3.98M +$719K +6,672 +22%
EB
444
Exchange Bank
California
$3.88M -$313K -2,905 -8%
KC
445
Kades & Cheifetz
Pennsylvania
$3.86M +$203K +1,887 +6%
LA
446
Lifeworks Advisors
Michigan
$3.86M +$918K +8,520 +32%
SAI
447
Savvy Advisors Inc
New York
$3.86M +$1.76M +16,295 +85%
PA
448
Parallel Advisors
California
$3.86M +$374K +3,470 +11%
LPP
449
Life Planning Partners
Florida
$3.85M +$43.2K +401 +1%
FAT
450
First American Trust
California
$3.84M +$646K +5,997 +20%
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