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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
1026
Trust Company of Vermont
Vermont
$680K +$676K +6,317 New
AAS
1027
Annex Advisory Services
Wisconsin
$679K -$34.6K -324 -5%
DWA
1028
Delos Wealth Advisors
Texas
$678K -$325K -3,041 -33%
CRFG
1029
Columbia River Financial Group
Washington
$677K -$52K -486 -7%
LWM
1030
LJI Wealth Management
Indiana
$677K +$137K +1,282 +26%
AI
1031
Arrien Investments
Idaho
$676K – – –
UFA
1032
Unify Financial Advisors
Florida
$672K +$65.2K +610 +11%
GWS
1033
Greykasell Wealth Strategies
California
$669K +$214 +2 +0%
AAG
1034
Armstrong Advisory Group
Massachusetts
$667K +$55.2K +516 +9%
SPA
1035
Sentinel Pension Advisors
Massachusetts
$666K +$669K +6,253 New
TCM
1036
Tassel Capital Management
North Carolina
$666K – – –
SMC
1037
Smith, Moore & Co
Missouri
$663K +$3.42K +32 +0.5%
1SB
1038
1ST Source Bank
Indiana
$663K -$28.8K -269 -4%
GBFG
1039
Gerald Baker Financial Group
Texas
$662K -$70.9K -663 -10%
PAA
1040
Peregrine Asset Advisers
Oregon
$659K -$12.3K -115 -2%
NC
1041
NewSquare Capital
Pennsylvania
$658K +$12.3K +115 +2%
WWM
1042
Wiser Wealth Management
Georgia
$657K +$5.35K +50 +0.8%
KCM
1043
KM Capital Management
Texas
$656K +$652K +6,093 New
STA
1044
Smith Thornton Advisors
Alabama
$652K – – –
I
1045
INVST
Indiana
$651K +$7.17K +67 +1%
BIM
1046
Breakwater Investment Management
Washington
$649K -$7.7K -72 -1%
TCA
1047
Transcend Capital Advisors
New Jersey
$647K +$157K +1,471 +32%
BCM
1048
Becker Capital Management
Oregon
$644K +$112K +1,047 +21%
TIM
1049
Tortoise Investment Management
New York
$640K -$248K -2,319 -28%
TPA
1050
Trivium Point Advisory
Connecticut
$639K +$29.6K +277 +5%
40 41
42
43 44