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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1076
Trexquant Investment
Connecticut
$362K -$781K -7,476 -69%
FA
1077
FF Advisors
California
$362K +$349K +3,336 New
PFG
1078
PAX Financial Group
Texas
$362K -$268K -2,566 -43%
BHWM
1079
Bar Harbor Wealth Management
New Hampshire
$356K +$344K +3,288 New
TCPWM
1080
Traverso Chambers Private Wealth Management
California
$356K – – –
TC
1081
Tenret Company
Florida
$354K +$341K +3,267 New
WSWA
1082
Warren Street Wealth Advisors
California
$352K -$28.5K -273 -8%
WAAG
1083
Wealth Alliance Advisory Group
Kansas
$352K – – –
EPP
1084
ETF Portfolio Partners
Kansas
$349K +$337K +3,221 New
SW
1085
SMART Wealth
Nebraska
$347K +$56.4K +540 +20%
RMC
1086
Regis Management Company
California
$347K -$240K -2,296 -42%
LIWM
1087
Long Island Wealth Management
New York
$346K +$334K +3,193 New
EBT
1088
Enterprise Bank & Trust
Massachusetts
$345K -$3.33M -31,890 -91%
BFS
1089
Bare Financial Services
Pennsylvania
$345K +$333K +3,184 New
TW
1090
TrinityPoint Wealth
Connecticut
$344K -$22.3K -213 -6%
CFC
1091
Client First Capital
California
$344K -$137K -1,309 -29%
EWM
1092
Executive Wealth Management
Michigan
$340K -$394K -3,770 -55%
FF
1093
Francis Financial
$339K +$64.6K +618 +25%
FPCG
1094
Forum Private Client Group
Indiana
$338K +$326K +3,121 New
BBNB
1095
Baker Boyer National Bank
Washington
$337K – – –
FCA
1096
FLC Capital Advisors
California
$337K -$73.5K -703 -18%
LWM
1097
LongView Wealth Management
Georgia
$337K +$325K +3,111 New
FIC
1098
Family Investment Center
Missouri
$336K – – –
GI
1099
Gradient Investments
Minnesota
$332K +$33K +316 +11%
JPG
1100
Jordan Park Group
California
$329K -$52.6K -503 -14%
42 43
44
45 46