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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$811K -$942 -9 -0.1%
DSC
927
Duncker Streett & Co
Missouri
$809K – – –
EWA
928
EverSource Wealth Advisors
Alabama
$799K -$53.4K -510 -6%
PWM
929
PBMares Wealth Management
Virginia
$798K +$2.62K +25 +0.3%
SC
930
Stephens Consulting
Michigan
$788K -$1.97M -18,801 -72%
KCAM
931
Kagan Cocozza Asset Management
New Jersey
$785K +$53.2K +508 +7%
GPW
932
Gray Private Wealth
Massachusetts
$781K -$476K -4,552 -38%
MFG
933
Magnus Financial Group
New York
$778K +$63.6K +608 +9%
AIP
934
Arrowpoint Investment Partners
Singapore
$777K +$764K +7,300 New
PAA
935
Peregrine Asset Advisers
Oregon
$769K – – –
EFM
936
Eley Financial Management
Vermont
$769K – – –
AAG
937
Armstrong Advisory Group
Massachusetts
$765K -$49.2K -470 -6%
4WM
938
49 Wealth Management
Texas
$762K +$31.4K +300 +4%
PFA
939
Pathway Financial Advisors
Vermont
$760K +$628 +6 +0.1%
SPWG
940
Syntegra Private Wealth Group
Missouri
$760K -$24.2K -231 -3%
DWS
941
Discipline Wealth Solutions
South Carolina
$760K +$74.5K +712 +11%
JJBC
942
James J. Burns & Company
New York
$756K -$26.4K -252 -3%
TWM
943
TSA Wealth Management
Texas
$755K +$152K +1,451 +26%
EIA
944
Edgemoor Investment Advisors
Maryland
$753K -$30.3K -290 -4%
WT
945
Whittier Trust
California
$753K – – –
AFG
946
Altiora Financial Group
Ohio
$750K +$1.88K +18 +0.3%
CFG
947
Cornerstone Financial Group
Nebraska
$750K +$54K +516 +8%
SRB
948
Shotwell Rutter Baer
Michigan
$748K -$31.7K -303 -4%
FAM
949
Flaharty Asset Management
Florida
$747K +$14.4K +138 +2%
HW
950
HORAN Wealth
Ohio
$746K +$367K +3,507 +100%
36 37
38
39 40