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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1026
TFO Wealth Partners
Ohio
$176K -$319K -3,004 -64%
MIM
1027
Macroview Investment Management
Maryland
$176K +$24.1K +227 +15%
RP
1028
Rice Partnership
Hawaii
$174K – – –
LB
1029
Legacy Bridge
Iowa
$165K – – –
EWA
1030
EverSource Wealth Advisors
Alabama
$159K -$31.9K -300 -16%
NFSG
1031
Newbridge Financial Services Group
Florida
$158K +$106 +1 +0.1%
WWM
1032
Wolff Wiese Magana
California
$154K +$53.6K +504 +50%
IWP
1033
IAG Wealth Partners
Wisconsin
$150K – – –
UCB
1034
United Community Bank
South Carolina
$149K – – –
CHA
1035
Carmichael Hill & Associates
Maryland
$144K -$47.1K -443 -24%
DIP
1036
DT Investment Partners
Pennsylvania
$132K -$122K -1,151 -47%
AWM
1037
AllSquare Wealth Management
New York
$132K – – –
BAM
1038
Baldrige Asset Management
Pennsylvania
$128K – – –
CBT
1039
Central Bank & Trust
Kentucky
$121K +$125K +1,178 New
ADL
1040
Asset Dedication LLC
California
$121K +$125K +1,180 New
SCA
1041
Stonebridge Capital Advisors
Minnesota
$117K +$73.7K +693 +154%
TSW
1042
Thompson Siegel & Walmsley
Virginia
$112K – – –
UB
1043
UMB Bank
Missouri
$110K -$36.3K -341 -24%
HWP
1044
Highline Wealth Partners
California
$108K +$112K +1,050 New
CWA
1045
Clearview Wealth Advisors
Oregon
$105K -$71.5K -673 -40%
HGERS
1046
Householder Group Estate & Retirement Specialist
Arizona
$105K +$110K +1,031 New
CT
1047
Cambridge Trust
Massachusetts
$103K +$69.5K +654 +187%
SOS
1048
Silver Oak Securities
Tennessee
$101K +$105K +989 New
FFA
1049
Founders Financial Alliance
North Carolina
$98K – – –
ACA
1050
Atlas Capital Advisors
Wyoming
$97.5K -$356K -3,345 -78%
40 41
42
43 44