We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$21M +$2.19M +20,321 +12%
BMC
152
Bear Mountain Capital
Washington
$20.9M +$176K +1,632 +0.8%
BL
153
Balentine LLC
Georgia
$20.6M -$1.38M -12,822 -6%
AC
154
Allstate Corporation
Illinois
$20.4M -$113M -1,045,751 -85%
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$20.1M +$2.73M +25,305 +16%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M +$685K +6,347 +4%
QWP
157
Quotient Wealth Partners
Texas
$19.8M +$3.03M +28,091 +18%
AWM
158
Axxcess Wealth Management
California
$19.7M +$5.66M +52,419 +40%
AG
159
AlTi Global
New York
$19.7M -$4.17M -38,669 -17%
RFA
160
RTD Financial Advisors
Pennsylvania
$19.6M +$294K +2,725 +2%
CCA
161
Clearwater Capital Advisors
Illinois
$19.5M -$599K -5,547 -3%
CI
162
CX Institutional
Indiana
$19.5M +$2.32M +21,499 +13%
SPIA
163
Steward Partners Investment Advisory
New York
$19.4M +$1.1M +10,183 +6%
FFA
164
Farther Finance Advisors
California
$19.4M +$6.08M +56,382 +45%
LNC
165
Lincoln National Corp
Pennsylvania
$19.4M +$2.32M +21,511 +14%
AWM
166
Avior Wealth Management
Nebraska
$19.4M +$1.49M +13,801 +8%
DWM
167
Dynasty Wealth Management
Florida
$19.3M +$19.4M +179,771 New
SHF
168
Stage Harbor Financial
Massachusetts
$19.1M -$16.3K -151 -0.1%
VC
169
Vicus Capital
Pennsylvania
$19M +$1.47M +13,594 +8%
BSWM
170
Boston Standard Wealth Management
Massachusetts
$18.7M +$2.53M +23,434 +16%
AIA
171
Alera Investment Advisors
Illinois
$18.7M -$973K -9,017 -5%
RW
172
Regimen Wealth
Georgia
$18.5M +$1.68M +15,614 +10%
CAL
173
Capital Analysts LLC
Pennsylvania
$18.5M +$885K +8,203 +5%
AIA
174
Ally Invest Advisors
North Carolina
$18.4M +$611K +5,666 +3%
KAS
175
Kestra Advisory Services
Texas
$18.4M +$5.08M +47,082 +38%