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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1326
Farmers & Merchants Trust Company
California
$321K +$104K +972 +48%
C
1327
Certuity
Florida
$320K – – –
HOWA
1328
Heritage Oak Wealth Advisors
Florida
$320K – – –
BFG
1329
Berger Financial Group
Minnesota
$319K +$214 +2 +0.1%
ARG
1330
Advisory Resource Group
Oklahoma
$319K +$3.53K +33 +1%
BA
1331
Ballast Advisors
Minnesota
$318K +$17.8K +166 +6%
WCG
1332
Wall Capital Group
Arizona
$317K +$2.57K +24 +0.8%
SAFS
1333
S&A Financial Services
Kansas
$317K +$59.5K +556 +23%
EWM
1334
Evercore Wealth Management
New York
$317K +$11.9K +111 +4%
OBWG
1335
Onyx Bridge Wealth Group
New York
$316K -$49.5K -463 -14%
GAA
1336
Global Assets Advisory
Florida
$316K +$4.92K +46 +2%
CA
1337
Calton & Associates
Florida
$315K -$71.9K -672 -19%
CWM
1338
Castle Wealth Management
Florida
$314K – – –
AFAS
1339
Acorn Financial Advisory Services
Virginia
$314K – – –
UB
1340
UMB Bank
Missouri
$313K -$526K -4,919 -63%
SWP
1341
Strategic Wealth Partners
Ohio
$312K +$3.85K +36 +1%
LCWP
1342
Legacy Capital Wealth Partners
Arkansas
$312K +$19.6K +183 +7%
PFG
1343
PAX Financial Group
Texas
$310K +$13.8K +129 +5%
BP
1344
BBR Partners
New York
$309K – – –
WSWA
1345
Warren Street Wealth Advisors
California
$308K +$42.8K +400 +16%
UIM
1346
Unified Investment Management
Georgia
$307K – – –
RZH
1347
Relyea Zuckerberg Hanson
Connecticut
$306K – – –
PWG
1348
Private Wealth Group
Florida
$305K +$21.9K +205 +8%
WWG
1349
West Wealth Group
California
$305K -$390K -3,643 -56%
CTWM
1350
Cherry Tree Wealth Management
Minnesota
$304K -$17.6K -165 -6%
52 53
54
55 56