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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Parsons Capital Management
Rhode Island
$687K +$225K +2,100 +49%
DF
1027
Downshift Financial
Colorado
$685K – – –
5W
1028
5T Wealth
California
$683K +$106K +987 +18%
CBA
1029
Coastal Bridge Advisors
Connecticut
$681K +$138K +1,287 +26%
TCOV
1030
Trust Company of Vermont
Vermont
$680K +$676K +6,317 New
AAS
1031
Annex Advisory Services
Wisconsin
$679K -$34.6K -324 -5%
DWA
1032
Delos Wealth Advisors
Texas
$678K -$325K -3,041 -33%
CRFG
1033
Columbia River Financial Group
Washington
$677K -$52K -486 -7%
LWM
1034
LJI Wealth Management
Indiana
$677K +$137K +1,282 +26%
AI
1035
Arrien Investments
Idaho
$676K – – –
UFA
1036
Unify Financial Advisors
Florida
$672K +$65.2K +610 +11%
GWS
1037
Greykasell Wealth Strategies
California
$669K +$214 +2 +0%
AAG
1038
Armstrong Advisory Group
Massachusetts
$667K +$55.2K +516 +9%
SPA
1039
Sentinel Pension Advisors
Massachusetts
$666K +$669K +6,253 New
TCM
1040
Tassel Capital Management
North Carolina
$666K – – –
SMC
1041
Smith, Moore & Co
Missouri
$663K +$3.42K +32 +0.5%
1SB
1042
1ST Source Bank
Indiana
$663K -$28.8K -269 -4%
GBFG
1043
Gerald Baker Financial Group
Texas
$662K -$70.9K -663 -10%
PAA
1044
Peregrine Asset Advisers
Oregon
$659K -$12.3K -115 -2%
NC
1045
NewSquare Capital
Pennsylvania
$658K +$12.3K +115 +2%
WWM
1046
Wiser Wealth Management
Georgia
$657K +$5.35K +50 +0.8%
KCM
1047
KM Capital Management
Texas
$656K +$652K +6,093 New
STA
1048
Smith Thornton Advisors
Alabama
$652K – – –
I
1049
INVST
Indiana
$651K +$7.17K +67 +1%
BIM
1050
Breakwater Investment Management
Washington
$649K -$7.7K -72 -1%
40 41
42
43 44