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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
951
Regis Management Company
California
$522K +$117K +1,100 +29%
TAM
952
Titleist Asset Management
Texas
$521K +$9.05K +85 +2%
LIG
953
Lokken Investment Group
Delaware
$519K -$213K -1,999 -29%
CWC
954
Carolinas Wealth Consulting
North Carolina
$519K +$353K +3,317 +214%
NS
955
NBC Securities
Alabama
$518K -$21.2K -199 -4%
TCA
956
Transcend Capital Advisors
New Jersey
$517K +$58.4K +548 +13%
WCWM
957
Willow Creek Wealth Management
California
$517K +$2.98K +28 +0.6%
BAM
958
Belpointe Asset Management
Nevada
$514K -$268K -2,521 -34%
MCM
959
Maple Capital Management
Vermont
$513K -$178K -1,675 -26%
SP
960
Stablepoint Partners
Massachusetts
$512K +$79.1K +743 +18%
BFG
961
Baron Financial Group
New Jersey
$507K -$533 -5 -0.1%
EL
962
EWA LLC
Pennsylvania
$506K +$69.9K +656 +16%
SGI
963
Summit Global Investments
Utah
$505K +$46.5K +437 +10%
EIP
964
Ellis Investment Partners
Pennsylvania
$504K +$47.6K +447 +10%
BAWC
965
Boyce & Associates Wealth Consulting
Texas
$501K -$38.7K -363 -7%
EWM
966
Evercore Wealth Management
New York
$501K – – –
PFBT
967
Parkside Financial Bank & Trust
Missouri
$500K -$12.2K -115 -2%
AP
968
Adero Partners
California
$500K +$26.9K +253 +6%
NDSI
969
Newman Dignan & Sheerar Inc
Rhode Island
$499K +$1.39K +13 +0.3%
DI
970
Diligent Investors
California
$497K -$265K -2,492 -35%
PFT
971
Providence First Trust
Arizona
$495K +$10.7K +100 +2%
SWM
972
Sterling Wealth Management
Illinois
$493K +$85.5K +803 +21%
SCM
973
Steele Capital Management
Iowa
$489K +$489K +4,592 New
PP
974
Patten & Patten
Tennessee
$489K -$708K -6,650 -59%
IIC
975
Integrated Investment Consultants
Michigan
$483K – – –
37 38
39
40 41