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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
501
Robertson Stephens Wealth Management
California
$1.75M -$1.15M -10,173 -39%
CWA
502
Consilio Wealth Advisors
Washington
$1.74M -$153K -1,359 -8%
IWP
503
Innova Wealth Partners
Pennsylvania
$1.74M -$20.8K -184 -1%
BA
504
Bellwether Advisors
Nebraska
$1.74M – – –
JWS
505
Juncture Wealth Strategies
Arizona
$1.73M +$376K +3,333 +27%
HWM
506
HB Wealth Management
Georgia
$1.73M +$1.47M +12,998 +475%
CCA
507
Checchi Capital Advisers
California
$1.72M +$454K +4,024 +35%
CCM
508
Colorado Capital Management
Colorado
$1.7M -$348K -3,081 -17%
PCMC
509
Paragon Capital Management (Colorado)
Colorado
$1.7M -$69.9K -619 -4%
DSC
510
Duncker Streett & Co
Missouri
$1.7M -$144K -1,275 -8%
GI
511
Gradient Investments
Minnesota
$1.7M -$21.9K -194 -1%
CA
512
CoreCap Advisors
Michigan
$1.69M +$115K +1,017 +7%
JCM
513
Jacobi Capital Management
Pennsylvania
$1.69M -$52.1K -462 -3%
AR
514
Apeiron RIA
Texas
$1.69M -$142K -1,258 -7%
OC
515
Oppenheimer & Co
New York
$1.69M -$2.14M -18,964 -55%
ECM
516
Exchange Capital Management
Michigan
$1.69M +$139K +1,235 +9%
SCA
517
Stokes Capital Advisors
South Carolina
$1.69M +$1.74M +15,387 New
WAOI
518
Wealth Advisors of Iowa
Iowa
$1.68M -$152K -1,346 -8%
RFO
519
RiverGlades Family Offices
Florida
$1.67M -$466K -4,125 -21%
PPWM
520
PFG Private Wealth Management
Florida
$1.66M +$149K +1,321 +10%
COCM
521
Charter Oak Capital Management
New Hampshire
$1.66M -$170K -1,504 -9%
FFN
522
Focus Financial Network
Minnesota
$1.65M +$1.39M +12,276 +443%
KWM
523
Kingsview Wealth Management
Oregon
$1.65M +$162K +1,437 +11%
OR
524
Olympiad Research
Connecticut
$1.64M +$536K +4,747 +46%
TI
525
Truepoint Inc
Ohio
$1.63M +$1.11M +9,857 +196%
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