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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1076
WealthBridge Capital Management
Ohio
$590K +$6.63K +62 +1%
CWMP
1077
Clarion Wealth Managment Partners
Virginia
$588K -$2.14K -20 -0.4%
CWM
1078
Chesapeake Wealth Management
Virginia
$585K +$34.8K +325 +6%
GAM
1079
GEM Asset Management
Michigan
$584K +$4.6K +43 +0.8%
SIA
1080
SeaBridge Investment Advisors
New Jersey
$584K – – –
HA
1081
Helium Advisors
Washington
$582K +$177K +1,653 +44%
HWA
1082
Heritage Wealth Advisors
Virginia
$582K -$75.7K -708 -12%
HNWAG
1083
High Net Worth Advisory Group
Florida
$581K – – –
DTC
1084
Davidson Trust Company
Washington
$580K +$26.7K +250 +5%
HIM
1085
Harbour Investment Management
Washington
$578K – – –
HIMC
1086
Heritage Investors Management Corp
Maryland
$575K +$323K +3,020 +130%
BJL
1087
Brighton Jones LLC
Washington
$574K +$78.3K +732 +16%
FWP
1088
Firethorn Wealth Partners
Georgia
$574K -$17K -159 -3%
CA
1089
Continuum Advisory
Idaho
$573K +$12.2K +114 +2%
RPA
1090
Rock Point Advisors
Vermont
$571K +$2.67K +25 +0.5%
SL
1091
SWMG LLC
Texas
$571K +$104K +970 +22%
VCM
1092
Virtue Capital Management
Tennessee
$568K +$565K +5,279 New
NWAG
1093
Net Worth Advisory Group
Utah
$565K -$185K -1,729 -25%
SAM
1094
Strategy Asset Managers
California
$564K +$41.6K +389 +8%
CRC
1095
Curi RMB Capital
Illinois
$562K -$183K -1,708 -25%
WMN
1096
Wealth Management Nebraska
Nebraska
$560K -$107 -1 -0%
SPI
1097
Sutton Place Investors
New York
$556K -$8.77K -82 -2%
PWA
1098
Provenance Wealth Advisors
Florida
$555K +$7.91K +74 +1%
PFGIA
1099
Patriot Financial Group Insurance Agency
Massachusetts
$555K -$267K -2,494 -33%
SA
1100
Stewardship Advisors
Pennsylvania
$553K -$12.1K -113 -2%
42 43
44
45 46