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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
1076
Lakeshore Capital Group
Illinois
$485K -$2.66K -25 -0.5%
HFS
1077
Heritage Financial Services
Massachusetts
$485K -$150K -1,406 -23%
BWP
1078
BlueStem Wealth Partners
Minnesota
$485K -$52.7K -496 -10%
CRC
1079
Curi RMB Capital
Illinois
$484K +$488K +4,590 New
GWP
1080
Gateway Wealth Partners
Wisconsin
$483K +$177K +1,666 +57%
BFS
1081
BridgePort Financial Solutions
Iowa
$481K -$27.2K -256 -5%
BAWC
1082
Boyce & Associates Wealth Consulting
Texas
$481K -$17.8K -167 -4%
PFA
1083
Pathway Financial Advisors
Vermont
$479K +$483K +4,540 New
NL
1084
NVWM LLC
Pennsylvania
$478K +$80.7K +759 +20%
WA
1085
WBH Advisory
Maryland
$478K -$269K -2,526 -36%
FTC
1086
Farmers Trust Company
Ohio
$478K – – –
CCMG
1087
Clark Capital Management Group
Pennsylvania
$477K -$1.48M -13,957 -76%
WWP
1088
Waypoint Wealth Partners
California
$475K +$479K +4,506 New
BFG
1089
Baron Financial Group
New Jersey
$474K -$532 -5 -0.1%
SP
1090
Stablepoint Partners
Massachusetts
$472K -$20.4K -192 -4%
CWM
1091
Chesapeake Wealth Management
Virginia
$472K -$253K -2,377 -35%
NL
1092
Navalign LLC
California
$470K – – –
CWM
1093
Centurion Wealth Management
Virginia
$469K – – –
EC
1094
Elequin Capital
New York
$465K +$73.4K +690 +19%
MLM
1095
Mount Lucas Management
Pennsylvania
$461K -$290K -2,726 -38%
PWM
1096
Palumbo Wealth Management
New York
$459K +$21.4K +201 +5%
XF
1097
XML Financial
Maryland
$459K +$4.89K +46 +1%
FWA
1098
FOCUS Wealth Advisors
Texas
$455K – – –
HPC
1099
HM Payson & Co
Maine
$455K +$126K +1,188 +38%
FA
1100
FSA Advisors
Michigan
$454K -$43.4K -408 -9%
42 43
44
45 46