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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
551
Westside Investment Management
California
$2.49M +$8.19K +76 +0.3%
JIR
552
James Investment Research
Ohio
$2.47M +$29.6K +275 +1%
GSIAS
553
Garden State Investment Advisory Services
New Jersey
$2.46M -$1.94K -18 -0.1%
CWS
554
Cypress Wealth Services
California
$2.45M +$138K +1,278 +6%
TA
555
TPG Advisors
Illinois
$2.43M -$18.1K -168 -0.7%
CT
556
Caldwell Trust
Florida
$2.41M -$115K -1,063 -5%
AWA
557
Aletheian Wealth Advisors
Washington
$2.4M +$62.4K +579 +3%
FFA
558
First Foundation Advisors
California
$2.39M -$696K -6,459 -23%
CCM
559
Cambridge Capital Management
Illinois
$2.38M -$47.3K -439 -2%
RA
560
Riversedge Advisors
Delaware
$2.37M +$36.6K +340 +2%
VF
561
VitalStone Financial
Texas
$2.37M +$184K +1,709 +9%
CIA
562
Concurrent Investment Advisors
Florida
$2.36M -$3.77K -35 -0.2%
MCC
563
Money Concepts Capital
Florida
$2.35M +$118K +1,099 +5%
IPA
564
Investment Planning Advisors
Georgia
$2.33M – – –
HI
565
Harbour Investments
Wisconsin
$2.33M +$286K +2,657 +14%
SIC
566
Sterling Investment Counsel
New York
$2.32M – – –
CMAI
567
Capital Management Associates Inc
Minnesota
$2.31M +$2.3M +21,303 New
CPP
568
Capasso Planning Partners
South Carolina
$2.31M -$5.17K -48 -0.2%
BFA
569
Beaumont Financial Advisors
Massachusetts
$2.29M -$177K -1,640 -7%
SWG
570
Summit Wealth Group
Vermont
$2.29M -$63.7K -591 -3%
USCWA
571
U.S. Capital Wealth Advisors
Texas
$2.27M -$552K -5,121 -20%
PSA
572
Plum Street Advisors
Louisiana
$2.26M +$195K +1,812 +10%
WF
573
Wayfinding Financial
Washington
$2.25M +$105K +971 +5%
EWA
574
EverSource Wealth Advisors
Alabama
$2.24M +$20.2K +187 +0.9%
PTC
575
Philadelphia Trust Company
Pennsylvania
$2.23M – – –
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