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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
651
Dean Investment Associates
Ohio
$1.66M +$5.71K +53 +0.3%
NCFG
652
New Century Financial Group
New Jersey
$1.65M +$1.64M +15,205 New
HBS
653
Howard Bailey Securities
Indiana
$1.64M +$1.63M +15,105 New
BRWA
654
B. Riley Wealth Advisors
Florida
$1.64M -$831K -7,710 -34%
PFA
655
Professional Financial Advisors
Nebraska
$1.64M -$108K -1,000 -6%
HSG
656
Helen Stephens Group
Texas
$1.63M -$258K -2,390 -14%
UB
657
Umpqua Bank
Oregon
$1.63M +$119K +1,100 +8%
FHA
658
Flagship Harbor Advisors
Massachusetts
$1.63M -$66.2K -614 -4%
CFO
659
Collective Family Office
Pennsylvania
$1.62M +$403K +3,737 +34%
CPSC
660
Carl P. Sherr & Co
Massachusetts
$1.62M -$205K -1,900 -11%
MWM
661
MorganRosel Wealth Management
Colorado
$1.6M – – –
LEA
662
Legacy Edge Advisors
New York
$1.6M -$453K -4,199 -22%
CSPIA
663
Cary Street Partners Investment Advisory
Virginia
$1.59M +$9.7K +90 +0.6%
MA
664
MCF Advisors
Kentucky
$1.57M +$3.77K +35 +0.2%
PA
665
PFG Advisors
Arizona
$1.57M +$207K +1,917 +15%
CWG
666
Cornerstone Wealth Group
North Carolina
$1.54M -$213K -1,972 -12%
LPAM
667
Lodestar Private Asset Management
California
$1.53M -$93.9K -871 -6%
CCC
668
Chesapeake Capital Corp
Florida
$1.53M +$330K +3,066 +28%
TI
669
Tidal Investments
Wisconsin
$1.52M +$322K +2,986 +27%
CA
670
Claro Advisors
Massachusetts
$1.51M +$345K +3,198 +30%
RWA
671
Rooted Wealth Advisors
Illinois
$1.51M +$171K +1,587 +13%
IA
672
IFG Advisors
Missouri
$1.51M +$322K +2,984 +27%
FNBOMD
673
First National Bank of Mount Dora
Florida
$1.5M -$40.1K -372 -3%
TCM
674
TruNorth Capital Management
Michigan
$1.5M +$173K +1,604 +13%
RFP
675
RCS Financial Planning
Maryland
$1.49M -$88.2K -818 -6%
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