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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
601
Redwood Investment Management
Arizona
$1.85M +$1.31M +12,178 +245%
EWS
602
Evergreen Wealth Solutions
Pennsylvania
$1.85M +$20K +185 +1%
IFG
603
Independent Financial Group
California
$1.84M +$65.3K +605 +4%
LEA
604
Legacy Edge Advisors
New York
$1.84M -$258K -2,391 -12%
DIA
605
Dean Investment Associates
Ohio
$1.83M +$57.2K +530 +3%
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.83M +$476K +4,412 +35%
CWG
607
Cornerstone Wealth Group
North Carolina
$1.82M +$479K +4,438 +36%
CA
608
Continuum Advisory
Idaho
$1.82M -$366K -3,396 -17%
CPSC
609
Carl P. Sherr & Co
Massachusetts
$1.81M – – –
CIA
610
Capital Investment Advisors
Georgia
$1.8M -$146K -1,353 -7%
MFG
611
Mainsail Financial Group
Washington
$1.78M +$1.03M +9,511 +135%
WF
612
Wayfinding Financial
Washington
$1.78M +$109K +1,009 +6%
ST
613
Spinnaker Trust
Maine
$1.77M – – –
EWA
614
EverSource Wealth Advisors
Alabama
$1.77M +$1.02M +9,446 +131%
MCCA
615
Mill Creek Capital Advisors
Pennsylvania
$1.76M -$274K -2,542 -13%
ONB
616
Old National Bancorp
Indiana
$1.76M -$342K -3,169 -16%
CG
617
Cynosure Group
Utah
$1.75M +$8.53K +79 +0.5%
WWP
618
WR Wealth Planners
Missouri
$1.74M +$39.8K +369 +2%
RSWA
619
Robinson Smith Wealth Advisors
Maine
$1.74M +$76.3K +707 +5%
RCM
620
Radnor Capital Management
Pennsylvania
$1.72M – – –
MGIA
621
Moneta Group Investment Advisors
Missouri
$1.69M -$159K -1,473 -9%
TWM
622
Tolleson Wealth Management
Texas
$1.69M – – –
AG
623
Ascent Group
Virginia
$1.69M +$41.1K +381 +2%
WPWM
624
Windward Private Wealth Management
Kansas
$1.68M -$228K -2,111 -12%
ECG
625
EPIQ Capital Group
California
$1.68M +$1.69M +15,620 New
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