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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
1101
Clare Market Investments
Texas
$541K +$548K +5,100 New
PWA
1102
Provenance Wealth Advisors
Florida
$540K – – –
AWMI
1103
Aegis Wealth Management (Iowa)
Iowa
$539K -$7.53K -70 -1%
MCWS
1104
McKinley Carter Wealth Services
West Virginia
$538K -$41.7K -388 -7%
ACM
1105
Anfield Capital Management
California
$537K +$544K +5,063 New
CWM
1106
Collaborative Wealth Management
Florida
$536K -$2.72M -25,263 -83%
CBA
1107
Coastal Bridge Advisors
Connecticut
$535K +$97.6K +908 +22%
CAM
1108
Capital Asset Management
Colorado
$534K +$32.8K +305 +6%
NFC
1109
Northstar Financial Companies
Pennsylvania
$532K +$24K +223 +5%
FAFN
1110
First Affirmative Financial Network
Colorado
$531K +$538K +5,007 New
LWM
1111
LJI Wealth Management
Indiana
$531K -$622K -5,785 -54%
C
1112
Covestor
United Kingdom
$531K +$13.1K +122 +2%
HFAS
1113
Hummer Financial Advisory Services
Illinois
$531K – – –
MMG
1114
Monetary Management Group
Missouri
$531K – – –
SWM
1115
SeaCrest Wealth Management
New York
$531K -$129K -1,203 -19%
NB
1116
NBT Bank
New York
$530K -$30.6K -285 -5%
WA
1117
WPG Advisers
Maryland
$529K +$12.6K +117 +2%
II
1118
Impact Investors
California
$528K -$89.1K -829 -14%
EK
1119
Evensky & Katz
Florida
$528K +$156K +1,455 +41%
BCM
1120
Becker Capital Management
Oregon
$524K +$125K +1,159 +31%
LIA
1121
Lynx Investment Advisory
District of Columbia
$524K +$308K +2,869 +139%
OFP
1122
OLIO Financial Planning
Virginia
$522K -$2.26K -21 -0.4%
BFG
1123
Beacon Financial Group
Texas
$520K -$5.27K -49 -1%
LHWM
1124
Lake Hills Wealth Management
Texas
$519K +$526K +4,892 New
HFO
1125
Heritage Family Offices
Arizona
$516K +$220K +2,043 +72%
43 44
45
46 47