We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
Burt Wealth Advisors
Maryland
$10.5M +$1.38M +12,967 +15%
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$10.5M -$630K -5,900 -6%
BC
203
Bartlett & Co
Ohio
$10.4M +$2.78M +26,010 +36%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$10.4M +$2.78M +26,010 +36%
PPP
205
Private Portfolio Partners
New Jersey
$10.4M +$3.88M +36,345 +59%
CWM
206
Calamos Wealth Management
Illinois
$10.4M +$902K +8,457 +10%
WCM
207
Wavelength Capital Management
Connecticut
$10.2M -$2M -18,695 -16%
MFA
208
Mayflower Financial Advisors
Massachusetts
$10.2M +$413K +3,871 +4%
FFM
209
Forum Financial Management
Illinois
$10.1M +$8.14M +76,306 +404%
Wealthfront Advisers
210
Wealthfront Advisers
California
$9.89M -$5.61M -52,552 -36%
AAS
211
Avantax Advisory Services
Texas
$9.66M +$3.14M +29,394 +48%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$9.63M -$13.3M -124,795 -58%
MWM
213
Modera Wealth Management
New Jersey
$9.63M -$282K -2,647 -3%
LNC
214
Lincoln National Corp
Pennsylvania
$9.61M +$2.94M +27,590 +44%
WB
215
WesBanco Bank
West Virginia
$9.59M +$770K +7,211 +9%
FCH
216
Freestone Capital Holdings
Washington
$9.49M -$2.05M -19,200 -18%
GAB
217
German American Bancorp
Indiana
$9.27M +$43.6K +409 +0.5%
TCM
218
TD Capital Management
Tennessee
$9.27M -$2.58M -24,173 -22%
SF
219
Synovus Financial
Georgia
$9.22M +$198K +1,852 +2%
SPP
220
Single Point Partners
Massachusetts
$8.95M -$6.06M -56,794 -40%
ZB
221
Zions Bancorporation
Utah
$8.81M +$8.84M +82,836 New
PIMG
222
Patriot Investment Management Group
Tennessee
$8.76M +$1.2M +11,256 +16%
VC
223
Veery Capital
Delaware
$8.75M +$513K +4,803 +6%
CWM
224
Congress Wealth Management
Massachusetts
$8.73M +$169K +1,583 +2%
HWA
225
Heartwood Wealth Advisors
Virginia
$8.57M +$284K +2,665 +3%