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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
I
751
IberiaBank
Louisiana
$202K +$198K +1,748 New
LA
752
LexAurum Advisors
Kansas
$200K +$197K +1,734 New
ST
753
Smithfield Trust
Pennsylvania
$194K – – –
RG
754
Retirement Group
California
$170K +$167K +1,470 New
KBFS
755
Kohmann Bosshard Financial Services
Ohio
$166K – – –
AWM
756
AllSquare Wealth Management
New York
$158K – – –
SCA
757
Stonebridge Capital Advisors
Minnesota
$154K +$8.4K +74 +6%
SL
758
Savior LLC
Massachusetts
$146K – – –
CYG
759
Clean Yield Group
Vermont
$138K +$118K +1,040 +658%
QCMC
760
Quantum Capital Management (California)
California
$136K – – –
BW
761
Bison Wealth
Georgia
$129K -$24.3K -214 -16%
MAM
762
Meeder Asset Management
Ohio
$127K – – –
TWA
763
TCI Wealth Advisors
Arizona
$126K -$17.6K -155 -12%
DI
764
Disciplined Investments
Oklahoma
$123K – – –
CF
765
Centaurus Financial
California
$118K -$79.1K -697 -40%
PWP
766
Principle Wealth Partners
Connecticut
$116K +$114K +1,008 New
1IA
767
1834 Investment Advisors
Wisconsin
$115K – – –
BAMG
768
Brand Asset Management Group
Missouri
$113K -$39.7K -350 -26%
TFA
769
Toth Financial Advisory
Virginia
$113K -$13.6K -120 -11%
RDWM
770
Red Door Wealth Management
Tennessee
$108K +$568 +5 +0.5%
AA
771
AlphaCentric Advisors
Puerto Rico
$104K +$103K +904 New
PCA
772
Providence Capital Advisors
North Carolina
$103K -$23.3K -205 -19%
IWP
773
IAG Wealth Partners
Wisconsin
$99K -$55.1K -485 -36%
NSB
774
Norway Savings Bank
Maine
$92K – – –
TSW
775
Thompson Siegel & Walmsley
Virginia
$92K – – –
29 30
31
32 33