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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
501
Blueprint Financial Advisors
North Carolina
$3.2M +$3.18M +30,598 New
DAS
502
Dynamic Advisor Solutions
Arizona
$3.2M +$69.9K +672 +2%
BAAM
503
Baker Avenue Asset Management
California
$3.19M -$348K -3,351 -10%
ZBNA
504
Zions Bancorporation, National Association
Utah
$3.19M +$2.43M +23,376 +327%
BFG
505
Bleakley Financial Group
New Jersey
$3.17M -$905K -8,704 -22%
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$3.14M +$722K +6,942 +30%
IC
507
IEQ Capital
California
$3.12M +$1.04M +9,995 +50%
TWM
508
Trinity Wealth Management
Pennsylvania
$3.09M -$2.94M -28,312 -49%
PCIG
509
Partners Capital Investment Group
Massachusetts
$3.05M -$6.49M -62,412 -68%
DWT
510
Dorsey & Whitney Trust
South Dakota
$3.05M +$1.36M +13,051 +81%
SW
511
SteelPeak Wealth
California
$3.05M -$164K -1,582 -5%
SF
512
Symphony Financial
Texas
$3.04M +$56K +539 +2%
CT
513
Caldwell Trust
Florida
$3.04M +$41.6K +400 +1%
WF
514
Wayfinding Financial
Washington
$3.03M +$426K +4,100 +16%
FWM
515
FFT Wealth Management
Pennsylvania
$3.01M -$3.27M -31,405 -52%
GCM
516
Graver Capital Management
Ohio
$3.01M +$93.6K +900 +3%
PA
517
Parallel Advisors
California
$3.01M +$540K +5,190 +22%
SA
518
Sincerus Advisory
New York
$3M -$678K -6,523 -18%
QCM
519
Quantinno Capital Management
New York
$2.98M -$96.8K -931 -3%
MWM
520
McNaughton Wealth Management
California
$2.93M +$757K +7,283 +35%
CCM
521
Crabel Capital Management
California
$2.93M +$2.92M +28,063 New
CFS
522
Cannon Financial Strategists
Georgia
$2.91M -$3.9M -37,481 -57%
WA
523
Wealth Alliance
New York
$2.88M +$743K +7,146 +35%
LFAS
524
Level Four Advisory Services
Texas
$2.86M -$773K -7,438 -21%
MHR
525
Matthew Hamilton Rosenberg
$2.86M -$707K -6,800 -20%
19 20
21
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