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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
726
Wescott Financial Advisory Group
Pennsylvania
$911K +$4.7K +44 +0.5%
MCC
727
Money Concepts Capital
Florida
$909K -$5.41M -50,661 -86%
BFA
728
BMS Financial Advisors
South Dakota
$906K -$839K -7,853 -48%
IA
729
IFG Advisors
Missouri
$903K +$32.1K +300 +4%
HCM
730
Highview Capital Management
Illinois
$887K – – –
BBHC
731
Brown Brothers Harriman & Co
New York
$879K -$13.8K -129 -2%
AO
732
Advisor OS
Illinois
$877K -$252K -2,362 -22%
RB
733
Renasant Bank
Mississippi
$875K +$146K +1,365 +20%
ODG
734
O'Dell Group
Ohio
$868K +$55.5K +519 +7%
ST
735
Smithfield Trust
Pennsylvania
$867K – – –
NCM
736
Noesis Capital Mangement
Florida
$866K +$154K +1,438 +22%
SWM
737
Spire Wealth Management
Virginia
$864K +$103K +966 +14%
GWS
738
Glassman Wealth Services
Virginia
$861K – – –
WPWM
739
Windward Private Wealth Management
Kansas
$861K – – –
COCM
740
Charter Oak Capital Management
New Hampshire
$859K +$25.5K +239 +3%
LSA
741
Lion Street Advisors
Texas
$859K -$50.2K -470 -6%
MFG
742
Midwest Financial Group
Kansas
$851K +$18.1K +169 +2%
AWA
743
Alta Wealth Advisors
Massachusetts
$850K -$80.1K -749 -9%
TB
744
Treynor Bancshares
Iowa
$848K -$32.6K -305 -4%
HF
745
HRT Financial
New York
$847K +$849K +7,943 New
RPC
746
Rossmore Private Capital
Connecticut
$843K +$142K +1,325 +20%
PCMC
747
Paragon Capital Management (Colorado)
Colorado
$842K -$111K -1,039 -12%
KP
748
Keel Point
Alabama
$841K – – –
DI
749
Diligent Investors
California
$835K +$748 +7 +0.1%
GAM
750
GEM Asset Management
Michigan
$827K +$5.34K +50 +0.6%
28 29
30
31 32