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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Private Trust Company
Ohio
$4.78M +$1.29M +12,016 +38%
W
402
WealthCollab
Washington
$4.76M +$969K +8,996 +26%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$4.74M +$1.37M +12,698 +41%
HIP
404
HUB Investment Partners
Texas
$4.73M -$163K -1,512 -3%
CTB
405
Country Trust Bank
Illinois
$4.72M – – –
DLCIG
406
D.L. Carlson Investment Group
New Hampshire
$4.71M +$296K +2,744 +7%
FWM
407
FFT Wealth Management
Pennsylvania
$4.69M +$2.71M +25,187 +140%
BWM
408
BCGM Wealth Management
Indiana
$4.67M +$601K +5,580 +15%
GWM
409
Geneos Wealth Management
Colorado
$4.66M +$3.23M +29,950 +231%
PWM
410
Proathlete Wealth Management
Florida
$4.66M +$339K +3,148 +8%
CFP
411
Cascade Financial Partners
California
$4.65M -$78.8K -731 -2%
BHWM
412
Beaird Harris Wealth Management
Texas
$4.63M +$23K +213 +0.5%
MBT
413
Montecito Bank & Trust
California
$4.62M +$4.59M +42,560 New
TPCW
414
TD Private Client Wealth
New York
$4.6M +$1.07M +9,922 +31%
NGA
415
Naples Global Advisors
Florida
$4.53M +$547K +5,072 +14%
WC
416
Waterloo Capital
Texas
$4.52M +$2.12M +19,638 +89%
AG
417
Ascent Group
Virginia
$4.51M +$1.07M +9,955 +32%
PCG
418
Prosperity Consulting Group
Maryland
$4.51M +$2.17M +20,102 +94%
PWM
419
Power Wealth Management
Georgia
$4.49M +$31.3K +290 +0.7%
TIA
420
Traphagen Investment Advisors
New Jersey
$4.47M -$489K -4,534 -10%
PPWP
421
Premier Path Wealth Partners
New Jersey
$4.46M +$92.6K +859 +2%
ZF
422
Zhang Financial
Michigan
$4.43M +$330K +3,058 +8%
AWE
423
Avidian Wealth Enterprises
Texas
$4.42M +$25K +232 +0.6%
WA
424
Waterford Advisors
New York
$4.41M -$2.34M -21,727 -35%
HW
425
Hancock Whitney
Mississippi
$4.37M -$356K -3,301 -8%
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17
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