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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Mattern Wealth Management
Kansas
$555K +$33.8K +316 +7%
APWM
852
Argonautica Private Wealth Management
Massachusetts
$554K +$549K +5,141 New
CCM
853
Colorado Capital Management
Colorado
$551K – – –
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$551K +$278K +2,600 +103%
RWA
855
Ropes Wealth Advisors
Massachusetts
$550K +$7.16K +67 +1%
MLM
856
Mount Lucas Management
Pennsylvania
$549K +$545K +5,097 New
GLA
857
Good Life Advisors
Pennsylvania
$547K +$40.6K +380 +8%
WCG
858
Wall Capital Group
Arizona
$547K +$2.24K +21 +0.4%
NCM
859
Northwest Capital Management
Oregon
$544K -$69.2K -648 -11%
TAM
860
Todd Asset Management
Kentucky
$542K -$119K -1,117 -18%
HFAS
861
Hummer Financial Advisory Services
Illinois
$539K – – –
MMG
862
Monetary Management Group
Missouri
$539K – – –
AWM
863
Aries Wealth Management
Maine
$537K – – –
CWM
864
Calamos Wealth Management
Illinois
$535K -$17.8M -166,724 -97%
ACM
865
Antonetti Capital Management
Florida
$535K – – –
FFM
866
Flagstone Financial Management
Nebraska
$535K – – –
EWA
867
Evolution Wealth Advisors
Florida
$533K +$529K +4,947 New
TAM
868
TCP Asset Management
Ohio
$528K -$52.5K -491 -9%
HCM
869
Harvey Capital Management
Florida
$528K – – –
TFA
870
Teamwork Financial Advisors
Texas
$528K +$748 +7 +0.1%
RIA
871
Realta Investment Advisors
Delaware
$526K +$52K +487 +11%
GFA
872
Gallagher Fiduciary Advisors
Illinois
$526K +$521K +4,878 New
CFD
873
Creative Financial Designs
Indiana
$525K +$61.4K +575 +13%
BA
874
Ballast Advisors
Minnesota
$518K +$188K +1,757 +58%
TAM
875
Titleist Asset Management
Texas
$518K +$514K +4,809 New
33 34
35
36 37