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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$478K +$5.92K +52 +1%
PA
552
Perennial Advisors
New York
$477K +$26K +228 +6%
HIA
553
Harbor Investment Advisory
Maryland
$477K +$477K +4,190 New
BAM
554
Belpointe Asset Management
Nevada
$476K -$1.09M -9,529 -70%
BCM
555
Boltwood Capital Management
California
$473K +$54.1K +475 +13%
GI
556
Gradient Investments
Minnesota
$472K +$27.8K +244 +6%
CWM
557
CCG Wealth Management
California
$471K – – –
PWW
558
Pettyjohn Wood & White
Virginia
$468K – – –
RJT
559
Raymond James Trust
Florida
$468K +$9.11K +80 +2%
MPW
560
MA Private Wealth
California
$456K – – –
9WM
561
9258 Wealth Management
Ohio
$455K +$455K +3,992 New
SWA
562
Stratos Wealth Advisors
Ohio
$453K +$453K +3,974 New
GW
563
GW & Wade
Massachusetts
$450K +$450K +3,947 New
BL
564
Balentine LLC
Georgia
$448K +$71.5K +628 +19%
MWM
565
Meridian Wealth Management
Kentucky
$443K -$68.2K -599 -13%
VCA
566
Verdence Capital Advisors
Maryland
$441K +$53.3K +468 +14%
WAS
567
Wealth Advisory Solutions
Indiana
$433K +$433K +3,800 New
MFG
568
Merit Financial Group
Georgia
$430K +$430K +3,775 New
ATC
569
Argent Trust Co
Tennessee
$427K -$7.75K -68 -2%
IWS
570
Insight Wealth Strategies
California
$426K -$80.8K -709 -16%
MC
571
Moors & Cabot
Massachusetts
$422K – – –
WWM
572
Western Wealth Management
Colorado
$422K +$123K +1,077 +41%
FM
573
Foster & Motley
Ohio
$419K +$29.5K +259 +8%
TTWM
574
TCV Trust & Wealth Management
Virginia
$417K +$118K +1,035 +40%
HR
575
Hayden Royal
North Carolina
$415K +$120K +1,055 +42%
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