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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
626
Clark Capital Management Group
Pennsylvania
$1.97M +$1.99M +18,477 New
AP
627
Appleton Partners
Massachusetts
$1.97M +$1.55M +14,387 +353%
SWA
628
Sax Wealth Advisors
New Jersey
$1.97M +$138K +1,287 +7%
FSG
629
Financial Strategies Group
Michigan
$1.96M +$70.2K +653 +4%
HW
630
Hamilton Wealth
California
$1.96M -$734K -6,834 -27%
AFP
631
Ausdal Financial Partners
Iowa
$1.96M -$21.8K -203 -1%
KWS
632
Keystone Wealth Services
California
$1.95M -$154K -1,435 -7%
CCA
633
Checchi Capital Advisers
California
$1.95M – – –
NL
634
NWAM LLC
Washington
$1.95M -$41.9K -390 -2%
PG
635
Patten Group
Tennessee
$1.95M -$96.4K -897 -5%
FA
636
FC Advisory
Pennsylvania
$1.94M +$140K +1,305 +8%
FFA
637
First Foundation Advisors
California
$1.94M -$415K -3,867 -18%
UB
638
Umpqua Bank
Oregon
$1.92M +$355K +3,300 +22%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$1.91M +$22.5K +209 +1%
BMCM
640
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$105K +975 +6%
CA
641
CoreCap Advisors
Michigan
$1.9M +$1.05M +9,808 +122%
LSA
642
Lansing Street Advisors
Pennsylvania
$1.9M +$241K +2,240 +14%
SWM
643
Scissortail Wealth Management
Oklahoma
$1.87M +$1.88M +17,500 +35,714%
MIS
644
Morningstar Investment Services
Illinois
$1.86M -$17.6M -163,355 -90%
LWM
645
LJI Wealth Management
Indiana
$1.85M +$393K +3,657 +27%
AWM
646
Abound Wealth Management
Tennessee
$1.85M +$159K +1,480 +9%
IA
647
IFG Advisory
Georgia
$1.85M +$101K +943 +6%
PFPT
648
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M – – –
CA
649
Crumly & Associates
Illinois
$1.83M +$25.6K +238 +1%
SJGA
650
Stephen J. Garry & Associates
New York
$1.83M +$1.41M +13,142 +326%
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