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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
251
Tyche Wealth Partners
Texas
$11.2M +$981K +9,160 +10%
FT
252
Fiduciary Trust
Massachusetts
$11.2M +$539K +5,030 +5%
AR
253
Apeiron RIA
Texas
$11.1M -$169K -1,576 -2%
SFFS
254
Stonehage Fleming Financial Services
Jersey
$10.8M +$1.33M +12,458 +14%
MWA
255
Martel Wealth Advisors
Washington
$10.8M +$246K +2,296 +2%
NAS
256
Nicolet Advisory Services
Wisconsin
$10.7M +$316K +2,947 +3%
BWP
257
BSW Wealth Partners
Colorado
$10.6M +$3.24M +30,239 +44%
AI
258
Atria Investments
North Carolina
$10.6M +$1.91M +17,814 +22%
WCM
259
Wealthcare Capital Management
Virginia
$10.6M +$2.91M +27,154 +38%
NWM
260
Nolet Wealth Management
Texas
$10.6M +$10.6M +98,583 New
MG
261
Mather Group
Illinois
$10.4M -$255K -2,379 -2%
BFA
262
Bragg Financial Advisors
North Carolina
$10.3M +$530K +4,953 +5%
BGWM
263
Bridge Generations Wealth Management
Florida
$10.2M +$3.68M +34,344 +56%
BCM
264
BTC Capital Management
Iowa
$10.1M +$1.36M +12,715 +16%
NW
265
NewEdge Wealth
Pennsylvania
$10.1M -$3.92M -36,575 -28%
RIA
266
Regal Investment Advisors
Michigan
$10.1M +$900K +8,408 +10%
UWPG
267
Ullmann Wealth Partners Group
Florida
$10.1M – – –
W
268
WealthCollab
Washington
$10M +$1.11M +10,381 +13%
WFS
269
Weitzel Financial Services
Iowa
$9.93M -$141K -1,316 -1%
SHWM
270
Smith & Howard Wealth Management
Georgia
$9.89M +$271K +2,529 +3%
CWS
271
Confluence Wealth Services
Pennsylvania
$9.84M +$962K +8,984 +11%
RCM
272
Rivernorth Capital Management
Florida
$9.73M +$9.72M +90,811 New
SPC
273
Sigma Planning Corp
Michigan
$9.72M -$407K -3,798 -4%
FCAM
274
First Citizens Asset Management
North Carolina
$9.71M +$144K +1,345 +2%
HWMT
275
Heritage Wealth Management (Texas)
Texas
$9.71M -$2.75M -25,704 -22%
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