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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Aries Wealth Management
Maine
$536K – – –
BCM
952
Brasada Capital Management
Texas
$535K +$537K +4,975 New
FWM
953
FFT Wealth Management
Pennsylvania
$534K +$90K +834 +20%
TAM
954
TCP Asset Management
Ohio
$534K +$1.08K +10 +0.2%
HIM
955
Harbour Investment Management
Washington
$533K +$534K +4,950 New
EWA
956
Evolution Wealth Advisors
Florida
$532K – – –
GAA
957
Guardian Asset Advisors
Pennsylvania
$531K +$5.07K +47 +1%
MIM
958
Macroview Investment Management
Maryland
$523K – – –
WCWM
959
Willow Creek Wealth Management
California
$519K +$285K +2,645 +121%
BWG
960
Beta Wealth Group
California
$518K -$135K -1,252 -21%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$517K – – –
TAM
962
Titleist Asset Management
Texas
$517K – – –
SFP
963
Sandbox Financial Partners
Maryland
$515K -$283K -2,625 -35%
BWM
964
Boyd Wealth Management
California
$514K +$515K +4,776 New
BFG
965
Baron Financial Group
New Jersey
$513K -$58.8K -545 -10%
PPW
966
Parcion Private Wealth
Washington
$512K -$204K -1,895 -28%
EWM
967
Evercore Wealth Management
New York
$506K – – –
NDSI
968
Newman Dignan & Sheerar Inc
Rhode Island
$503K +$504K +4,673 New
IWP
969
Innova Wealth Partners
Pennsylvania
$500K -$7.45K -69 -1%
EIG
970
Ellenbecker Investment Group
Wisconsin
$497K +$2.05K +19 +0.4%
PFT
971
Providence First Trust
Arizona
$490K – – –
HCM
972
HMS Capital Management
Tennessee
$486K +$232K +2,146 +91%
PCM
973
Presidio Capital Management
California
$484K +$255K +2,365 +111%
FNB
974
Farmers National Bank
Kentucky
$483K +$263K +2,437 +119%
IIC
975
Integrated Investment Consultants
Michigan
$483K – – –
37 38
39
40 41