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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
126
Meridian Wealth Partners
Pennsylvania
$27.3M -$3.18M -30,468 -11%
B
127
Bailard
California
$26.9M -$12.4M -118,482 -32%
IWA
128
Icon Wealth Advisors
Texas
$26.8M +$25.8M +246,862 New
APP
129
Avantax Planning Partners
Iowa
$26.7M -$6.52M -62,410 -20%
SFM
130
Soros Fund Management
New York
$26.2M – – –
BCP
131
Blue Chip Partners
Michigan
$25.6M +$24.3M +232,793 +6,243%
SC
132
Slow Capital
California
$25.4M -$1.47M -14,093 -6%
CIP
133
Capital Insight Partners
Arizona
$25.3M +$659K +6,310 +3%
MG
134
Mather Group
Illinois
$25.1M -$14.1M -134,759 -37%
APM
135
a16z Perennial Management
California
$25M +$23.9M +228,554 New
GVAG
136
Great Valley Advisor Group
Delaware
$25M +$1.78M +17,058 +8%
CA
137
CSM Advisors
Pennsylvania
$24.9M +$24M +229,500 New
NRA
138
NSI Retail Advisors
Pennsylvania
$24.9M +$24M +229,500 New
RFC
139
Regions Financial Corp
Alabama
$24.5M +$6M +57,439 +34%
AF
140
Allworth Financial
California
$24.4M -$10.3M -98,566 -30%
AG
141
AlTi Global
New York
$24M +$23.1M +221,442 New
RIA
142
Retirement Investment Advisors
Oklahoma
$24M -$16.5M -157,507 -42%
ANTB
143
AMG National Trust Bank
Colorado
$23.1M +$9.98M +95,482 +81%
DL
144
DOHJ LLC
Washington
$22.5M +$8.28M +79,249 +62%
KI
145
Kapitalo Investimentos
Brazil
$22.4M +$21.6M +206,515 New
WPC
146
Wedmont Private Capital
Pennsylvania
$22.3M +$2.9M +27,771 +16%
FWI
147
Facet Wealth Inc
Maryland
$22.1M +$8.09M +77,414 +61%
AC
148
Apella Capital
Connecticut
$22.1M -$3.61M -34,519 -14%
BL
149
Balentine LLC
Georgia
$22.1M +$6.75M +64,550 +46%
AL
150
Aspiriant LLC
California
$22M +$5.89M +56,347 +38%
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