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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
976
TFO Wealth Partners
Ohio
$274K +$86.3K +743 +46%
ST
977
Smithfield Trust
Pennsylvania
$267K -$40.8K -351 -13%
NB
978
Nicolet Bankshares
Wisconsin
$267K – – –
TF
979
Theory Financial
Colorado
$267K +$266K +2,294 New
WFA
980
Wipfli Financial Advisors
Wisconsin
$267K -$30.1K -259 -10%
RC
981
Rovin Capital
Arizona
$265K +$13.8K +119 +6%
SFG
982
Sunburst Financial Group
Alabama
$264K +$263K +2,268 New
PWM
983
PBMares Wealth Management
Virginia
$261K -$120K -1,036 -32%
WT
984
Washington Trust
Rhode Island
$259K -$105K -900 -29%
VNIM
985
Vaughan Nelson Investment Management
Texas
$257K +$29K +250 +13%
VIM
986
Vista Investment Management
Pennsylvania
$254K -$581 -5 -0.2%
TWM
987
Trinity Wealth Management
Pennsylvania
$254K +$4.88K +42 +2%
CYG
988
Clean Yield Group
Vermont
$252K -$50.3K -433 -17%
SFPM
989
Sensible Financial Planning & Management
Massachusetts
$252K – – –
F
990
F3Logic
Minnesota
$250K -$31.7K -273 -11%
BO
991
Bank OZK
Arkansas
$249K -$419K -3,612 -63%
DBRC
992
D.B. Root & Company
Pennsylvania
$249K -$237K -2,037 -49%
TW
993
Transform Wealth
Colorado
$248K +$248K +2,134 New
DFG
994
Demars Financial Group
Washington
$244K – – –
AM
995
Atwater Malick
Pennsylvania
$243K – – –
DCM
996
DGS Capital Management
New Jersey
$243K +$242K +2,088 New
AWC
997
Abundance Wealth Counselors
Pennsylvania
$242K +$242K +2,081 New
MWPCG
998
Measured Wealth Private Client Group
New Hampshire
$240K – – –
RHP
999
Royal Harbor Partners
Texas
$240K – – –
IF
1000
IRON Financial
Illinois
$240K +$116 +1 +0%
38 39
40
41 42