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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
801
V Wealth Advisors
Kansas
$555K -$149K -1,279 -21%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$555K +$90.3K +778 +19%
SMG
803
Spectrum Management Group
Indiana
$554K +$14.4K +124 +3%
CMI
804
Clare Market Investments
Texas
$552K +$19.4K +167 +4%
TTWM
805
TCV Trust & Wealth Management
Virginia
$552K -$185K -1,595 -25%
MWM
806
Minot Wealth Management
Massachusetts
$552K – – –
AIM
807
Acropolis Investment Management
Missouri
$550K -$3.25K -28 -0.6%
SPA
808
Sentinel Pension Advisors
Massachusetts
$550K +$11.4K +98 +2%
BHWM
809
Bar Harbor Wealth Management
New Hampshire
$549K -$168K -1,444 -23%
RW
810
Rede Wealth
Virginia
$549K +$8.82K +76 +2%
FPCP
811
Fort Point Capital Partners
California
$548K -$1.15M -9,947 -68%
CWM
812
Chesapeake Wealth Management
Virginia
$548K -$58.6K -505 -10%
KFS
813
Kelly Financial Services
Massachusetts
$541K +$111K +958 +26%
RC
814
Roundview Capital
New Jersey
$540K +$6.5K +56 +1%
LWP
815
Lumature Wealth Partners
Georgia
$534K -$678K -5,840 -56%
SWMG
816
Signature Wealth Management Group
Georgia
$533K +$3.48K +30 +0.7%
PCMC
817
Private Capital Management (Colorado)
Colorado
$531K +$327K +2,815 +161%
BAM
818
BTS Asset Management
Massachusetts
$530K +$105K +902 +25%
WCM
819
Windham Capital Management
Massachusetts
$527K – – –
PFG
820
PAX Financial Group
Texas
$523K +$33.4K +288 +7%
CBFP
821
Cedar Brook Financial Partners
Ohio
$522K +$81K +698 +18%
CCP
822
Corient Capital Partners
California
$521K – – –
VWA
823
VERITY Wealth Advisors
United States
$521K +$3.02K +26 +0.6%
AL
824
ADE LLC
Maryland
$520K – – –
HH
825
Hilltop Holdings
Texas
$520K – – –
31 32
33
34 35