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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
651
Rothschild Investment LLC
Illinois
$2.16M +$1.76M +16,426 +451%
GWMR
652
GC Wealth Management RIA
Massachusetts
$2.15M +$596K +5,574 +39%
LA
653
LexAurum Advisors
Kansas
$2.15M +$712K +6,654 +50%
CT
654
Caldwell Trust
Florida
$2.13M -$594K -5,554 -22%
SCM
655
Saxony Capital Management
Missouri
$2.12M +$779K +7,283 +59%
MWP
656
Madison Wealth Partners
Wisconsin
$2.12M +$48.1K +450 +2%
TCBWMS
657
Texas Capital Bank Wealth Management Services
Texas
$2.1M – – –
NL
658
NDWM LLC
California
$2.1M -$41.6K -389 -2%
NL
659
NWAM LLC
Washington
$2.09M +$134K +1,254 +7%
HOWA
660
Hudson Oak Wealth Advisory
New Jersey
$2.08M +$338K +3,159 +20%
MWM
661
Maridea Wealth Management
New York
$2.08M -$11.8K -110 -0.6%
BP
662
Ballentine Partners
Massachusetts
$2.07M -$214 -2 -0%
FWP
663
Flatrock Wealth Partners
California
$2.06M -$7.59K -71 -0.4%
MSFS
664
Main Street Financial Solutions
Pennsylvania
$2.05M +$202K +1,886 +11%
FHA
665
Flagship Harbor Advisors
Massachusetts
$2.05M +$31.9K +298 +2%
BWP
666
Bernardo Wealth Planning
Pennsylvania
$2.05M -$48.8K -456 -2%
CCFM
667
Clear Creek Financial Management
Washington
$2.05M +$1.06M +9,924 +109%
LL
668
LPWM LLC
Minnesota
$2.02M -$18.1K -169 -0.9%
SL
669
Sentinus LLC
Illinois
$2.02M +$1.37M +12,842 +218%
WCFP
670
White & Co Financial Planning
Washington
$2.01M +$97K +907 +5%
IA
671
Invested Advisors
Pennsylvania
$2M +$324K +3,034 +19%
CFO
672
Collective Family Office
Pennsylvania
$2M +$452K +4,225 +29%
HAG
673
HighPoint Advisor Group
Illinois
$1.99M +$1.35M +12,621 +214%
BCG
674
Breakwater Capital Group
New Jersey
$1.98M +$188K +1,755 +11%
LBC
675
Lowe Brockenbrough & Co
Virginia
$1.97M +$8.56K +80 +0.4%
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