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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRB
876
Shotwell Rutter Baer
Michigan
$686K -$33.5K -310 -5%
TW
877
TritonPoint Wealth
Maryland
$686K -$172K -1,591 -24%
CT
878
Cambridge Trust
Massachusetts
$683K -$445K -4,128 -39%
GWCM
879
Godshalk Welsh Capital Management
Pennsylvania
$683K +$148K +1,375 +28%
CA
880
Claro Advisors
Massachusetts
$681K +$456K +4,226 +201%
FIM
881
Freedom Investment Management
Connecticut
$680K +$286K +2,653 +72%
NL
882
Navalign LLC
California
$679K -$23.7K -220 -3%
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$679K – – –
GD
884
Grandfield & Dodd
New York
$679K – – –
DFG
885
Delta Financial Group
New Jersey
$676K +$678K +6,281 New
CBFP
886
Cedar Brook Financial Partners
Ohio
$674K -$38.3K -355 -5%
TWM
887
Tradition Wealth Management
Minnesota
$673K +$66.3K +614 +11%
SIA
888
Strategic Investment Advisors
Michigan
$672K +$78.2K +725 +13%
KPWG
889
KFA Private Wealth Group
Virginia
$671K +$84.9K +787 +14%
EFG
890
Ehrlich Financial Group
California
$666K +$368K +3,409 +122%
GAM
891
Gould Asset Management
California
$665K +$162K +1,505 +32%
RA
892
Ransom Advisory
Rhode Island
$660K +$662K +6,134 New
PP
893
Patron Partners
Texas
$659K -$61.8K -573 -9%
PCMC
894
Private Capital Management (Colorado)
Colorado
$658K +$10.5K +97 +2%
BBA
895
Braun-Bostich & Associates
Pennsylvania
$656K -$255K -2,360 -28%
PP
896
PrairieView Partners
Minnesota
$655K +$10.7K +99 +2%
CFG
897
Cooper Financial Group
California
$650K – – –
WW
898
Westshore Wealth
California
$648K -$40.5K -375 -6%
FF
899
Francis Financial
$638K +$303K +2,808 +90%
CG
900
CFO4Life Group
Texas
$636K -$114K -1,059 -15%
34 35
36
37 38