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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
776
Adero Partners
California
$321K – – –
PAM
777
Peak Asset Management
Colorado
$320K +$75.5K +650 +31%
WFA
778
Wellspring Financial Advisors
Ohio
$318K -$19.9K -171 -6%
AAS
779
Annex Advisory Services
Wisconsin
$318K +$315K +2,710 New
MP
780
McDonald Partners
Ohio
$315K +$312K +2,690 New
AIC
781
Ameritas Investment Company
Nebraska
$312K +$309K +2,659 New
FCFC
782
First Citizens Financial Corp
Iowa
$312K +$310K +2,665 New
CPIG
783
Chicago Partners Investment Group
Illinois
$310K -$40.1K -345 -12%
CHAM
784
Clear Harbor Asset Management
Connecticut
$309K +$17.4K +150 +6%
CSM
785
CAMG Solamere Management
North Carolina
$308K – – –
EW
786
Emerson Wealth
Michigan
$307K +$465 +4 +0.2%
BFA
787
Beacon Financial Advisory
Ohio
$307K +$98.7K +850 +48%
GKWIM
788
Gerber Kawasaki Wealth & Investment Management
California
$305K +$303K +2,610 New
KCA
789
Karn Couzens & Associates
Connecticut
$303K +$300K +2,585 New
MAG
790
MRA Advisory Group
New Jersey
$302K +$299K +2,575 New
GIA
791
Gladstone Institutional Advisory
Florida
$300K -$6.27K -54 -2%
IDA
792
Intelligence Driven Advisers
California
$300K +$297K +2,560 New
BC
793
Brio Consultants
California
$298K -$33.8K -291 -10%
IWA
794
Independence Wealth Advisors
Virginia
$297K – – –
MSFS
795
Main Street Financial Solutions
Pennsylvania
$297K +$295K +2,537 New
NWA
796
New World Advisors
Massachusetts
$296K -$201K -1,730 -40%
CL
797
CPWM LLC
Washington
$293K – – –
DBT
798
Dubuque Bank & Trust
Iowa
$293K +$290K +2,500 New
MFT
799
Moisand Fitzgerald Tamayo
Florida
$292K – – –
NAS
800
Nicolet Advisory Services
Wisconsin
$290K +$63.8K +549 +28%
30 31
32
33 34