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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Clune & Associates
Illinois
$1.7M -$1.22M -11,779 -42%
BCG
677
Breakwater Capital Group
New Jersey
$1.68M -$324K -3,120 -16%
AIS
678
Accredited Investor Services
Minnesota
$1.68M +$83.8K +806 +5%
ST
679
Spinnaker Trust
Maine
$1.68M – – –
JWS
680
Juncture Wealth Strategies
Arizona
$1.67M -$332K -3,190 -17%
CFO
681
Collective Family Office
Pennsylvania
$1.67M +$744K +7,159 +81%
COI
682
Connable Office Inc
Michigan
$1.67M +$1.12M +10,820 +209%
BWP
683
Bernardo Wealth Planning
Pennsylvania
$1.67M -$112K -1,079 -6%
NL
684
NDWM LLC
California
$1.65M +$1.09M +10,471 +196%
SAM
685
Smartleaf Asset Management
Massachusetts
$1.64M +$995K +9,571 +155%
AWA
686
Arkadios Wealth Advisors
Georgia
$1.64M -$285K -2,740 -15%
SYBT
687
Stock Yards Bank & Trust
Kentucky
$1.64M -$393K -3,780 -19%
DC
688
Dorval Corp
Minnesota
$1.62M +$223K +2,145 +16%
LSA
689
Lansing Street Advisors
Pennsylvania
$1.62M -$1.08M -10,401 -40%
BBHC
690
Brown Brothers Harriman & Co
New York
$1.62M -$392K -3,774 -20%
BFA
691
Beaumont Financial Advisors
Massachusetts
$1.61M -$355K -3,413 -18%
UBV
692
United Bank (Virginia)
Virginia
$1.59M – – –
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.59M +$84.3K +811 +6%
DIA
694
Dean Investment Associates
Ohio
$1.59M – – –
IFG
695
Independent Financial Group
California
$1.58M -$161K -1,549 -9%
WCFP
696
White & Co Financial Planning
Washington
$1.58M -$1.35K -13 -0.1%
CCM
697
Cambridge Capital Management
Illinois
$1.58M -$493K -4,746 -24%
AC
698
AlphaCore Capital
California
$1.58M +$1.43M +13,797 +1,078%
PCA
699
Prosperity Capital Advisors
Ohio
$1.57M -$449K -4,319 -22%
BMWS
700
Brady Martz Wealth Solutions
North Dakota
$1.57M -$1.02M -9,827 -40%
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