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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
126
Alera Investment Advisors
Illinois
$26.2M +$7.65M +71,858 +41%
B
127
Bailard
California
$26M -$551K -5,170 -2%
RIA
128
Retirement Investment Advisors
Oklahoma
$25.8M +$25.8M +242,552 New
SFM
129
Soros Fund Management
New York
$25.7M – – –
KIM
130
Kestra Investment Management
Texas
$25.7M +$25.6M +240,800 New
CIP
131
Capital Insight Partners
Arizona
$25.6M -$531K -4,985 -2%
BCP
132
Blue Chip Partners
Michigan
$25.4M +$309K +2,904 +1%
KAS
133
Kestra Advisory Services
Texas
$25.1M +$7.97M +74,840 +44%
IWC
134
Integrated Wealth Concepts
Massachusetts
$25.1M +$2.75M +25,830 +12%
AC
135
Apella Capital
Connecticut
$24.9M +$1.14M +10,731 +5%
AWS
136
Atria Wealth Solutions
New York
$24.7M +$3.29M +30,864 +15%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.1M +$2.47M +23,235 +11%
MWM
138
Modera Wealth Management
New Jersey
$24.1M +$7.41M +69,539 +44%
MWP
139
Meridian Wealth Partners
Pennsylvania
$23.8M -$4.26M -39,986 -15%
CWM
140
Cahaba Wealth Management
Georgia
$23.7M +$1.28M +12,000 +6%
APM
141
a16z Perennial Management
California
$23.6M – – –
TC
142
Trust Company
Kansas
$23.6M +$395K +3,707 +2%
CAM
143
Cresset Asset Management
Illinois
$23.4M +$1.37M +12,852 +6%
FFA
144
Farther Finance Advisors
California
$23.3M +$4.05M +38,007 +21%
PWM
145
Perigon Wealth Management
California
$23.1M +$2.38M +22,327 +11%
WPC
146
Wedmont Private Capital
Pennsylvania
$22.7M +$1.01M +9,493 +5%
LNB
147
Ledyard National Bank
$22.7M +$1.3M +12,225 +6%
LS
148
Liquid Strategies
Georgia
$22.7M +$1.57M +14,745 +7%
RFC
149
Regions Financial Corp
Alabama
$22.6M +$174K +1,631 +0.8%
MFS
150
McNamara Financial Services
Massachusetts
$22.5M +$903K +8,474 +4%
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