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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
751
Smithfield Trust
Pennsylvania
$842K +$832K +7,984 New
BAM
752
BTS Asset Management
Massachusetts
$839K -$137K -1,315 -15%
BDFN
753
Bond & Devick Financial Network
Minnesota
$836K -$160K -1,535 -16%
KPWS
754
Kestra Private Wealth Services
Texas
$828K -$3.54K -34 -0.4%
DI
755
Diligent Investors
California
$821K +$8.86K +85 +1%
MPCG
756
Matrix Private Capital Group
New York
$814K +$33.1K +318 +4%
PFG
757
PAX Financial Group
Texas
$813K +$6.77K +65 +0.9%
CCB
758
Country Club Bank
Missouri
$813K -$41.2K -395 -5%
CCG
759
Chatham Capital Group
Georgia
$813K -$417K -4,000 -34%
GAM
760
GEM Asset Management
Michigan
$809K +$799K +7,669 New
RPCA
761
Running Point Capital Advisors
California
$809K -$884K -8,486 -53%
AP
762
Adero Partners
California
$795K +$17.8K +171 +2%
CGFA
763
Colton Groome Financial Advisors
North Carolina
$794K -$159K -1,530 -17%
EWM
764
Executive Wealth Management
Michigan
$789K +$779K +7,475 New
LP
765
LGL Partners
Pennsylvania
$782K +$4.17K +40 +0.5%
LA
766
LexAurum Advisors
Kansas
$772K +$203K +1,943 +36%
RIG
767
RiverFront Investment Group
Virginia
$770K – – –
GWM
768
Geneos Wealth Management
Colorado
$760K -$42.2K -405 -5%
IFA
769
Interactive Financial Advisors
Illinois
$759K +$327K +3,139 +77%
TFM
770
TFC Financial Management
Massachusetts
$751K -$282K -2,703 -28%
TCA
771
Transcend Capital Advisors
New Jersey
$751K +$35.9K +344 +5%
QWM
772
QP Wealth Management
New Jersey
$750K +$741K +7,110 New
HNWAG
773
High Net Worth Advisory Group
Florida
$749K – – –
FFA
774
First Foundation Advisors
California
$741K +$732K +7,024 New
PP
775
PrairieView Partners
Minnesota
$737K -$159K -1,523 -18%
29 30
31
32 33