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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
926
Country Club Bank
Missouri
$795K -$5.37K -50 -0.7%
CA
927
Continuum Advisory
Idaho
$793K -$1M -9,319 -56%
CCG
928
Chatham Capital Group
Georgia
$790K – – –
PWM
929
PBMares Wealth Management
Virginia
$789K +$796K +7,410 New
AWMS
930
Advocacy Wealth Management Services
Georgia
$788K – – –
RA
931
Ransom Advisory
Rhode Island
$787K +$86.9K +809 +12%
SIC
932
Sigma Investment Counselors
Michigan
$786K – – –
LFG
933
Larson Financial Group
Missouri
$785K -$46K -428 -5%
GAM
934
GEM Asset Management
Michigan
$781K +$2.79K +26 +0.4%
PAA
935
Peregrine Asset Advisers
Oregon
$781K -$468K -4,359 -37%
SIA
936
Strategic Investment Advisors
Michigan
$780K +$20.5K +191 +3%
PCA
937
Pallas Capital Advisors
Massachusetts
$780K -$112K -1,038 -12%
APC
938
Aspire Private Capital
North Carolina
$778K -$525K -4,884 -40%
TAM
939
TCP Asset Management
Ohio
$775K +$2.36K +22 +0.3%
WAAG
940
Wealth Alliance Advisory Group
Kansas
$772K – – –
IBOK
941
Independence Bank of Kentucky
Kentucky
$770K -$87.6K -815 -10%
CWM
942
Calamos Wealth Management
Illinois
$767K +$230K +2,142 +42%
HNWAG
943
High Net Worth Advisory Group
Florida
$763K +$2.36K +22 +0.3%
FSA
944
Financial Sense Advisors
California
$763K +$12.7K +118 +2%
PWMAG
945
Pinnacle Wealth Management Advisory Group
New Jersey
$762K +$111K +1,035 +17%
BCA
946
Ballentine Capital Advisors
South Carolina
$759K -$131K -1,217 -15%
SIA
947
Soltis Investment Advisors
Utah
$759K +$300K +2,790 +64%
PJWM
948
Philip James Wealth Mangement
Georgia
$757K -$18.2K -169 -2%
MLM
949
Mount Lucas Management
Pennsylvania
$756K +$22K +205 +3%
WA
950
WBH Advisory
Maryland
$752K -$100K -934 -12%
36 37
38
39 40