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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
726
1834 Investment Advisors
Wisconsin
$114K – – –
CF
727
Centaurus Financial
California
$112K +$112K +987 New
RP
728
Rice Partnership
Hawaii
$111K – – –
QCMC
729
Quantum Capital Management (California)
California
$98K +$14.7K +129 +18%
TPCW
730
TD Private Client Wealth
New York
$93.7K +$93.7K +823 New
NSB
731
Norway Savings Bank
Maine
$91K – – –
TSW
732
Thompson Siegel & Walmsley
Virginia
$91K – – –
AP
733
Atwood & Palmer
Missouri
$90K – – –
CA
734
Crewe Advisors
Utah
$89K -$39.9K -350 -31%
SIC
735
Samalin Investment Counsel
New York
$85K +$85.4K +750 New
TCWM
736
Total Clarity Wealth Management
Illinois
$80K +$80.2K +704 New
DAM
737
Delta Asset Management
Tennessee
$72K – – –
EIP
738
Ellis Investment Partners
Pennsylvania
$71K +$570 +5 +0.8%
BAM
739
Barrett Asset Management
New York
$68K – – –
SAM
740
S.A. Mason
Michigan
$68K +$68.3K +600 New
CCA
741
Column Capital Advisors
Indiana
$62K +$62.7K +550 New
CWP
742
CFM Wealth Partners
Texas
$61K +$60.1K +528 New
LWA
743
LWS Wealth Advisors
New Jersey
$61K +$61.5K +540 New
EK
744
Evensky & Katz
Florida
$56K +$1.59K +14 +3%
PIA
745
Powell Investment Advisors
Florida
$56K +$56.4K +495 New
SFA
746
Stewardship Financial Advisors
Georgia
$55K +$55.2K +485 New
RAM
747
Riggs Asset Management
Pennsylvania
$54K – – –
EP
748
Eudaimonia Partners
Tennessee
$54K +$53.9K +473 New
FCA
749
FinTrust Capital Advisors
South Carolina
$53K -$413K -3,624 -89%
EW
750
Element Wealth
Mississippi
$53K +$52.9K +464 New
28 29
30
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