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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
176
Buckingham Strategic Wealth
Missouri
$14.8M +$1.51M +14,279 +11%
NAS
177
Nicolet Advisory Services
Wisconsin
$14.8M +$1.91M +18,080 +14%
WB
178
WesBanco Bank
West Virginia
$14.5M +$1.42M +13,487 +11%
BL
179
Balentine LLC
Georgia
$14.3M -$316K -2,994 -2%
SPP
180
Single Point Partners
Massachusetts
$14.3M +$14.7M +139,310 New
PCM
181
Passive Capital Management
Maryland
$14.2M -$3.02M -28,627 -17%
CL
182
Choreo LLC
Illinois
$14.1M +$4.16M +39,402 +40%
MWM
183
Modera Wealth Management
New Jersey
$14.1M +$78.5K +744 +0.5%
CA
184
CGN Advisors
Kansas
$14M +$7M +66,371 +94%
MIS
185
Morningstar Investment Services
Illinois
$14M +$176K +1,671 +1%
FPCP
186
Fort Point Capital Partners
California
$14M -$2.81M -26,608 -16%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$14M +$4.59M +43,504 +47%
LS
188
Liquid Strategies
Georgia
$13.9M +$191K +1,811 +1%
SGCA
189
Steel Grove Capital Advisors
Tennessee
$13.7M -$8.33M -78,939 -37%
AA
190
Alesco Advisors
New York
$13.6M +$1.07M +10,171 +8%
MCWS
191
McKinley Carter Wealth Services
West Virginia
$13.5M +$1.29M +12,225 +10%
MBFW
192
Morton Brown Family Wealth
Pennsylvania
$13.4M +$1.17M +11,130 +9%
WCM
193
Wealthcare Capital Management
Virginia
$13.4M +$327K +3,103 +2%
PWM
194
Perigon Wealth Management
California
$13.4M +$612K +5,805 +5%
HFS
195
HBC Financial Services
Washington
$13.4M +$329K +3,115 +2%
DL
196
DOHJ LLC
Washington
$13.1M +$1.5M +14,234 +12%
FWI
197
Facet Wealth Inc
Maryland
$12.9M -$17M -161,013 -56%
SPC
198
Sigma Planning Corp
Michigan
$12.9M +$48.2K +457 +0.4%
MFA
199
Mayflower Financial Advisors
Massachusetts
$12.8M +$433K +4,104 +3%
FCAM
200
First Citizens Asset Management
North Carolina
$12.8M -$28.3K -268 -0.2%
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