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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
601
Client 1st Advisory Group
Florida
$758K +$232K +1,998 +45%
CFG
602
Cooper Financial Group
California
$757K +$750K +6,460 New
CL
603
Choreo LLC
Illinois
$752K +$746K +6,419 New
CIC
604
Carnegie Investment Counsel
Ohio
$748K +$138K +1,185 +23%
AF
605
Advisornet Financial
Minnesota
$745K -$390K -3,355 -35%
LWA
606
Lineweaver Wealth Advisors
Ohio
$739K -$17.9K -154 -2%
CCG
607
Chatham Capital Group
Georgia
$735K -$424K -3,650 -37%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$735K – – –
MWC
609
MKD Wealth Coaches
Michigan
$730K +$121K +1,038 +20%
CCM
610
Covington Capital Management
California
$725K +$16.3K +140 +2%
BFG
611
Baron Financial Group
New Jersey
$723K +$540K +4,645 +306%
OPS
612
Orion Portfolio Solutions
Nebraska
$720K +$152K +1,306 +27%
LNWTC
613
Laird Norton Wetherby Trust Company
Washington
$720K +$714K +6,147 New
IFA
614
Interactive Financial Advisors
Illinois
$715K -$110K -951 -13%
BCM
615
Boltwood Capital Management
California
$715K – – –
CCA
616
Column Capital Advisors
Indiana
$714K +$232 +2 +0%
AWA
617
ARQ Wealth Advisors
Arizona
$712K +$705K +6,072 New
BWM
618
Benchmark Wealth Management
Connecticut
$705K – – –
NW
619
NewEdge Wealth
Pennsylvania
$700K +$694K +5,970 New
SP
620
Successful Portfolios
Florida
$697K +$581 +5 +0.1%
RSWM
621
Robertson Stephens Wealth Management
California
$694K +$478K +4,114 +227%
AL
622
ADE LLC
Maryland
$694K +$687K +5,917 New
RIM
623
Rockbridge Investment Management
New York
$682K +$51.6K +444 +8%
FWM
624
FSA Wealth Management
Massachusetts
$678K -$19.9K -171 -3%
CFS
625
CRA Financial Services
New Jersey
$676K +$400K +3,441 +148%
23 24
25
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