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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
601
CRA Financial Services
New Jersey
$219K – – –
LHC
602
Little House Capital
Massachusetts
$219K – – –
SMC
603
Smith, Moore & Co
Missouri
$219K +$219K +1,916 New
CWM
604
Centric Wealth Management
Illinois
$216K +$1.03K +9 +0.5%
CB
605
Community Bank
New York
$214K – – –
LFA
606
Legacy Financial Advisors
Kentucky
$214K – – –
VWA
607
V Wealth Advisors
Kansas
$214K +$214K +1,879 New
NAS
608
Nicolet Advisory Services
Wisconsin
$212K – – –
SBH
609
Segall Bryant & Hamill
Illinois
$212K – – –
TNB
610
TCF National Bank
South Dakota
$209K +$209K +1,835 New
CAAS
611
Capital Asset Advisory Services
Michigan
$201K +$201K +1,763 New
DIP
612
DT Investment Partners
Pennsylvania
$201K +$202K +1,768 New
GSWM
613
Golden State Wealth Management
California
$193K – – –
SCA
614
Stonebridge Capital Advisors
Minnesota
$181K -$87.8K -770 -33%
MIM
615
Macroview Investment Management
Maryland
$179K -$41.8K -366 -19%
KBFS
616
Kohmann Bosshard Financial Services
Ohio
$163K – – –
AWM
617
AllSquare Wealth Management
New York
$156K – – –
SFC
618
SYM Financial Corp
Indiana
$156K – – –
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$149K -$11.4K -100 -7%
CFG
620
Citizens Financial Group
Rhode Island
$149K +$149K +1,304 New
TFA
621
Toth Financial Advisory
Virginia
$140K – – –
BHWM
622
Bay Harbor Wealth Management
Maryland
$137K +$137K +1,200 New
TWA
623
TCI Wealth Advisors
Arizona
$134K – – –
CA
624
Crewe Advisors
Utah
$129K -$5.59K -49 -4%
MAM
625
Meeder Asset Management
Ohio
$126K +$125K +1,100 New
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25
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