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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1076
Monument Capital Management
Virginia
$593K +$590K +5,513 New
PCA
1077
Pallas Capital Advisors
Massachusetts
$593K – – –
APWM
1078
Argonautica Private Wealth Management
Massachusetts
$593K – – –
CCA
1079
Cadent Capital Advisors
Oklahoma
$591K +$4.71K +44 +0.8%
WCM
1080
WealthBridge Capital Management
Ohio
$590K +$6.63K +62 +1%
CWMP
1081
Clarion Wealth Managment Partners
Virginia
$588K -$2.14K -20 -0.4%
CWM
1082
Chesapeake Wealth Management
Virginia
$585K +$34.8K +325 +6%
GAM
1083
GEM Asset Management
Michigan
$584K +$4.6K +43 +0.8%
SIA
1084
SeaBridge Investment Advisors
New Jersey
$584K – – –
HA
1085
Helium Advisors
Washington
$582K +$177K +1,653 +44%
HWA
1086
Heritage Wealth Advisors
Virginia
$582K -$75.7K -708 -12%
HNWAG
1087
High Net Worth Advisory Group
Florida
$581K – – –
DTC
1088
Davidson Trust Company
Washington
$580K +$26.7K +250 +5%
HIM
1089
Harbour Investment Management
Washington
$578K – – –
HIMC
1090
Heritage Investors Management Corp
Maryland
$575K +$323K +3,020 +130%
BJL
1091
Brighton Jones LLC
Washington
$574K +$78.3K +732 +16%
FWP
1092
Firethorn Wealth Partners
Georgia
$574K -$17K -159 -3%
CA
1093
Continuum Advisory
Idaho
$573K +$12.2K +114 +2%
RPA
1094
Rock Point Advisors
Vermont
$571K +$2.67K +25 +0.5%
SL
1095
SWMG LLC
Texas
$571K +$104K +970 +22%
VCM
1096
Virtue Capital Management
Tennessee
$568K +$565K +5,279 New
NWAG
1097
Net Worth Advisory Group
Utah
$565K -$185K -1,729 -25%
SAM
1098
Strategy Asset Managers
California
$564K +$41.6K +389 +8%
RA
1099
Range Advisory
Virginia
$562K -$300K -2,801 -35%
CRC
1100
Curi RMB Capital
Illinois
$562K -$183K -1,708 -25%
42 43
44
45 46