We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
851
Clear Creek Financial Management
Washington
$559K -$213K -2,018 -27%
FCA
852
FinTrust Capital Advisors
South Carolina
$558K +$58.6K +556 +11%
DAM
853
Derbend Asset Management
Georgia
$557K +$573K +5,434 New
KPWG
854
KFA Private Wealth Group
Virginia
$556K +$137K +1,300 +32%
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$548K -$18.1K -172 -3%
CWM
856
Collaborative Wealth Management
Florida
$545K -$694K -6,576 -55%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$538K +$125K +1,186 +29%
RWA
858
Ropes Wealth Advisors
Massachusetts
$537K +$20.6K +195 +4%
CC
859
Copperleaf Capital
North Carolina
$534K +$256K +2,425 +87%
WCF
860
West Coast Financial
California
$531K
FS
861
Ferguson Shapiro
Georgia
$527K +$4.43K +42 +0.8%
RIA
862
Realta Investment Advisors
Delaware
$523K
3LCM
863
3D/L Capital Management
Connecticut
$521K -$5.23M -49,585 -91%
APWM
864
Argonautica Private Wealth Management
Massachusetts
$518K +$7.38K +70 +1%
RWA
865
Rooted Wealth Advisors
Illinois
$517K +$90.2K +855 +21%
KWM
866
KFG Wealth Management
Indiana
$514K -$66K -626 -11%
HFAS
867
Hummer Financial Advisory Services
Illinois
$513K
MMG
868
Monetary Management Group
Missouri
$513K
AWM
869
Aries Wealth Management
Maine
$509K
ACM
870
Antonetti Capital Management
Florida
$509K
PBO
871
Peoples Bank (Ohio)
Ohio
$509K +$523K +4,960 New
EWA
872
Evolution Wealth Advisors
Florida
$507K
GT
873
Glenview Trust
Kentucky
$506K -$40.6K -385 -7%
TAM
874
TCP Asset Management
Ohio
$506K +$1.37K +13 +0.3%
WP
875
WealthPLAN Partners
Nebraska
$506K +$345K +3,269 +197%