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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
126
Capital Directions Investment Advisors
Georgia
$20.9M +$20.6M +198,130 New
RW
127
Reframe Wealth
Virginia
$20.9M +$20.6M +198,130 New
AL
128
Aspiriant LLC
California
$20.9M -$11.1M -106,301 -35%
B
129
Bailard
California
$20.8M -$46.4M -445,055 -69%
RFC
130
Regions Financial Corp
Alabama
$20M +$4.74M +45,465 +31%
AC
131
Apella Capital
Connecticut
$19.7M +$6.11M +58,646 +46%
SHWM
132
Smith & Howard Wealth Management
Georgia
$19.5M +$5.17M +49,603 +37%
MFS
133
McNamara Financial Services
Massachusetts
$19.2M +$746K +7,156 +4%
APP
134
Avantax Planning Partners
Iowa
$19.1M -$14.8M -141,727 -44%
IWA
135
Icon Wealth Advisors
Texas
$19.1M -$2.76M -26,456 -13%
CWM
136
Cahaba Wealth Management
Georgia
$18.6M -$2.93M -28,132 -14%
FFBTD
137
First Financial Bank - Trust Division
Ohio
$18.5M +$10.2M +97,633 +125%
BL
138
Balentine LLC
Georgia
$18.1M -$140K -1,341 -0.8%
CWM
139
Calamos Wealth Management
Illinois
$18.1M +$12.2M +117,486 +217%
PI
140
Parkside Investments
Illinois
$18.1M +$771K +7,400 +5%
CA
141
Cetera Advisors
Colorado
$17.8M +$3.01M +28,851 +21%
PCM
142
Passive Capital Management
Maryland
$17.7M +$11.6M +111,079 +196%
CAAS
143
Capital Asset Advisory Services
Michigan
$17.6M +$17.4M +167,415 New
SFG
144
SNS Financial Group
Minnesota
$17.6M -$1.76M -16,877 -9%
AIA
145
Ally Invest Advisors
North Carolina
$17.4M -$554K -5,316 -3%
EH
146
Equitable Holdings
New York
$17.4M +$5.01M +48,102 +41%
KAS
147
Kestra Advisory Services
Texas
$17.2M +$1.56M +15,003 +10%
LGA
148
Lebenthal Global Advisors
New York
$17.1M +$7.92M +76,026 +88%
AAS
149
Annex Advisory Services
Wisconsin
$16.9M +$1.01M +9,680 +6%
CIP
150
Capital Insight Partners
Arizona
$16.8M -$713K -6,838 -4%
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