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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
Baldrige Asset Management
Pennsylvania
$155K – – –
AWM
1052
AllSquare Wealth Management
New York
$150K – – –
CWAF
1053
Core Wealth Advisors (Florida)
Florida
$150K – – –
TWA
1054
TCI Wealth Advisors
Arizona
$150K +$2.55K +22 +2%
CWM
1055
Consultiva Wealth Management
Puerto Rico
$144K – – –
GFPC
1056
Global Financial Private Client
Florida
$143K +$143K +1,229 New
TSW
1057
Thompson Siegel & Walmsley
Virginia
$127K – – –
NFSG
1058
Newbridge Financial Services Group
Florida
$127K +$111K +954 +686%
BW
1059
Bison Wealth
Georgia
$126K -$697 -6 -0.5%
NL
1060
NVWM LLC
Pennsylvania
$124K +$124K +1,069 New
TFA
1061
Toth Financial Advisory
Virginia
$122K -$23.2K -200 -16%
TCWM
1062
Total Clarity Wealth Management
Illinois
$119K +$5.81K +50 +5%
FFA
1063
Founders Financial Alliance
North Carolina
$111K – – –
BCV
1064
Banque Cantonale Vaudoise
Switzerland
$105K +$67.3K +580 +181%
WTA
1065
Washington Trust Advisors
Massachusetts
$105K +$105K +900 New
TCOV
1066
Trust Company of Vermont
Vermont
$104K +$104K +892 New
SMA
1067
Sage Mountain Advisors
Georgia
$103K – – –
MM
1068
Main Management
California
$103K +$17.9K +154 +21%
CFO
1069
CVA Family Office
Colorado
$100K +$100K +861 New
BDWM
1070
Brewin Dolphin Wealth Management
Ireland
$95K – – –
BHWM
1071
Bay Harbor Wealth Management
Maryland
$95K +$25K +215 +35%
NSB
1072
Norway Savings Bank
Maine
$93K – – –
CG
1073
Cutler Group
California
$93K +$92.9K +800 New
MIM
1074
Macroview Investment Management
Maryland
$89K – – –
SPA
1075
Shore Point Advisors
New Jersey
$89K +$88.7K +764 New
41 42
43
44 45