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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
926
Northwest Capital Management
Oregon
$306K -$44.7K -419 -13%
SEIA
927
Signature Estate & Investment Advisors
California
$306K +$50.7K +475 +20%
TCBWMS
928
Texas Capital Bank Wealth Management Services
Texas
$306K +$307K +2,880 New
RF
929
RHS Financial
California
$305K -$168K -1,571 -35%
FA
930
Fermata Advisors
California
$304K +$29.8K +279 +11%
FIM
931
Freedom Investment Management
Connecticut
$303K -$4.38K -41 -1%
FWIA
932
Fort Washington Investment Advisors
Ohio
$301K – – –
RFN
933
RDA Financial Network
Iowa
$298K -$64K -600 -18%
BPWM
934
Badgley Phelps Wealth Managers
Washington
$298K +$299K +2,800 New
VWA
935
V Wealth Advisors
Kansas
$297K -$39.1K -366 -12%
CAMG
936
CWA Asset Management Group
Florida
$295K +$296K +2,772 New
SCA
937
St. Clair Advisors
Ohio
$292K +$293K +2,750 New
MA
938
MAS Advisors
Florida
$286K -$320 -3 -0.1%
MP
939
McDonald Partners
Ohio
$286K – – –
AWMS
940
Advocacy Wealth Management Services
Georgia
$284K +$152K +1,423 +114%
VIA
941
Vident Investment Advisory
Georgia
$282K -$43.8K -410 -13%
C1AG
942
Client 1st Advisory Group
Florida
$281K -$603K -5,646 -68%
FPCG
943
Forum Private Client Group
Indiana
$280K +$19.7K +185 +8%
GBWM
944
Granite Bay Wealth Management
New Hampshire
$277K – – –
MAG
945
MRA Advisory Group
New Jersey
$274K – – –
MFT
946
Moisand Fitzgerald Tamayo
Florida
$272K -$5.76K -54 -2%
WW
947
Westshore Wealth
California
$271K -$76.7K -719 -22%
VCM
948
Vivaldi Capital Management
Illinois
$271K – – –
BMCM
949
Bryn Mawr Capital Management
Pennsylvania
$270K – – –
WSFS
950
Wilmington Savings Fund Society
Delaware
$267K -$92.8K -870 -26%
36 37
38
39 40