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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
926
Core Wealth Advisors (Florida)
Florida
$150K – – –
IWP
927
IAG Wealth Partners
Wisconsin
$149K +$8.09K +69 +6%
GPA
928
Guidance Point Advisors
Massachusetts
$149K +$151K +1,291 New
TWA
929
TCI Wealth Advisors
Arizona
$148K +$1.88K +16 +1%
TFA
930
Toth Financial Advisory
Virginia
$145K – – –
CWM
931
Consultiva Wealth Management
Puerto Rico
$144K +$146K +1,242 New
BWM
932
BerganKDV Wealth Management
Minnesota
$137K +$76.2K +650 +122%
CHA
933
Carmichael Hill & Associates
Maryland
$134K +$39.6K +338 +41%
BW
934
Bison Wealth
Georgia
$127K -$35.2K -300 -22%
TSW
935
Thompson Siegel & Walmsley
Virginia
$127K +$35.1K +299 +38%
LWM
936
Liberty Wealth Management
California
$126K +$79.5K +678 +168%
BMD
937
Better Money Decisions
New Mexico
$116K +$234 +2 +0.2%
TCWM
938
Total Clarity Wealth Management
Illinois
$113K +$114K +974 New
FFA
939
Founders Financial Alliance
North Carolina
$111K – – –
SMA
940
Sage Mountain Advisors
Georgia
$103K +$104K +890 New
AA
941
AlphaCentric Advisors
Puerto Rico
$99K -$152K -1,300 -60%
FCMT
942
Founders Capital Management (Texas)
Texas
$99K +$19.9K +170 +25%
BDWM
943
Brewin Dolphin Wealth Management
Ireland
$95.3K – – –
CTC
944
Central Trust Company
Missouri
$94K -$34.8K -297 -27%
FA
945
Flagstar Advisors
New York
$94K +$95.1K +811 New
NSB
946
Norway Savings Bank
Maine
$93K – – –
MIM
947
Macroview Investment Management
Maryland
$89K -$8.56K -73 -9%
VCM
948
Vigilant Capital Management
Maine
$88K -$17.5K -149 -16%
JMF
949
Johnson Midwest Financial
Iowa
$86K -$6.21K -53 -7%
DWMG
950
DB Wealth Management Group
California
$86K +$352 +3 +0.4%
36 37
38
39 40