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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
801
Confluence Investment Management
Missouri
$1.12M -$1.02M -9,520 -48%
SFG
802
Sowa Financial Group
Rhode Island
$1.12M +$1.13M +10,474 New
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$1.12M +$177K +1,648 +19%
MA
804
Mosaic Advisors
Texas
$1.11M -$31.1M -289,844 -97%
FWM
805
Forza Wealth Management
Florida
$1.11M – – –
GLLW
806
Graves Light Lenhart Wealth
Virginia
$1.11M – – –
LWM
807
LongView Wealth Management
Georgia
$1.1M +$64.7K +602 +6%
FPW
808
Flagship Private Wealth
Massachusetts
$1.1M -$87.6K -815 -7%
FCIM
809
Fairview Capital Investment Management
California
$1.1M -$4.31M -40,122 -80%
RB
810
Renasant Bank
Mississippi
$1.1M – – –
TTWM
811
TCV Trust & Wealth Management
Virginia
$1.09M +$120K +1,115 +12%
WT
812
Whittier Trust
California
$1.09M +$106K +985 +11%
SWM
813
Spire Wealth Management
Virginia
$1.09M -$151K -1,402 -12%
DFG
814
Delta Financial Group
New Jersey
$1.08M +$1.09M +10,181 New
BF
815
Brucke Financial
Indiana
$1.08M +$1.09M +10,167 New
CSP
816
Cary Street Partners
Virginia
$1.08M +$1.09M +10,159 New
VCA
817
Verdence Capital Advisors
Maryland
$1.08M -$77.4K -720 -7%
OC
818
Oppenheimer & Co
New York
$1.08M -$141K -1,315 -11%
HB
819
HTLF Bank
Colorado
$1.08M – – –
SCA
820
Stonebridge Capital Advisors
Minnesota
$1.07M -$6.66K -62 -0.6%
SSWM
821
Sheets Smith Wealth Management
North Carolina
$1.07M – – –
VPP
822
Vertex Planning Partners
Illinois
$1.07M +$166K +1,546 +18%
HAIM
823
Hunter Associates Investment Management
Pennsylvania
$1.07M – – –
WB
824
Webster Bank
Connecticut
$1.07M – – –
AO
825
Advisor OS
Illinois
$1.06M +$1.07M +9,986 New
31 32
33
34 35