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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
1026
Higgins & Schmidt Wealth Strategies
Colorado
$668K +$677K +6,297 New
AI
1027
Arrien Investments
Idaho
$667K – – –
WAG
1028
Winthrop Advisory Group
Massachusetts
$665K +$4.41K +41 +0.7%
MBT
1029
Montecito Bank & Trust
California
$664K +$21K +195 +3%
PAA
1030
Peregrine Asset Advisers
Oregon
$662K – – –
GWS
1031
Greykasell Wealth Strategies
California
$660K – – –
KBFS
1032
Kohmann Bosshard Financial Services
Ohio
$659K -$25.1K -233 -4%
TCM
1033
Tassel Capital Management
North Carolina
$656K – – –
AWS
1034
Aspen Wealth Strategies
Colorado
$653K +$26.9K +250 +4%
GAG
1035
Goodman Advisory Group
Massachusetts
$651K – – –
OWP
1036
Obermeyer Wealth Partners
Colorado
$651K +$10.3K +96 +2%
SMC
1037
Smith, Moore & Co
Missouri
$651K -$47.6K -443 -7%
HWA
1038
Heritage Wealth Advisors
Virginia
$649K +$49.9K +464 +8%
BIM
1039
Breakwater Investment Management
Washington
$647K -$235K -2,183 -26%
STA
1040
Smith Thornton Advisors
Alabama
$647K – – –
WWM
1041
Wiser Wealth Management
Georgia
$643K +$18.4K +171 +3%
KCWM
1042
Kane Co Wealth Management
Iowa
$642K +$145K +1,350 +29%
VFG
1043
Victory Financial Group
Texas
$641K -$167K -1,554 -20%
SIM
1044
Stratos Investment Management
Ohio
$641K +$44.9K +418 +7%
NC
1045
NewSquare Capital
Pennsylvania
$637K +$21.2K +197 +3%
I
1046
INVST
Indiana
$635K -$145K -1,346 -18%
SL
1047
Sentinus LLC
Illinois
$626K +$388K +3,609 +158%
HAG
1048
HighPoint Advisor Group
Illinois
$625K -$51K -474 -7%
EFM
1049
Eley Financial Management
Vermont
$624K – – –
LWA
1050
Lifelong Wealth Advisors
Minnesota
$621K +$157K +1,463 +33%
40 41
42
43 44