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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1076
Cassilly Financial Group
Maryland
$575K +$69.2K +644 +13%
HNWAG
1077
High Net Worth Advisory Group
Florida
$573K – – –
GAM
1078
GEM Asset Management
Michigan
$571K +$3.01K +28 +0.5%
HIM
1079
Harbour Investment Management
Washington
$570K – – –
QPWM
1080
Quadrant Private Wealth Management
Pennsylvania
$569K -$36.5K -339 -6%
5W
1081
5T Wealth
California
$569K +$261K +2,424 +83%
IG
1082
IFS Group
Pennsylvania
$567K +$575K +5,345 New
AWMS
1083
Advocacy Wealth Management Services
Georgia
$566K – – –
SAM
1084
Synergy Asset Management
Washington
$562K +$317K +2,952 +126%
RPA
1085
Rock Point Advisors
Vermont
$561K -$164K -1,528 -22%
SPI
1086
Sutton Place Investors
New York
$557K -$31.6K -294 -5%
SA
1087
Stewardship Advisors
Pennsylvania
$557K -$98.8K -919 -15%
HWM
1088
Heirloom Wealth Management
Colorado
$554K +$561K +5,221 New
CA
1089
Continuum Advisory
Idaho
$553K +$9.78K +91 +2%
WMN
1090
Wealth Management Nebraska
Nebraska
$553K +$86.1K +801 +18%
1WM
1091
1900 Wealth Management
Texas
$551K +$6.13K +57 +1%
NP
1092
NorthRock Partners
Minnesota
$549K +$56.6K +526 +11%
EWA
1093
Evolution Wealth Advisors
Florida
$548K +$28.7K +267 +5%
FF
1094
Friday Financial
Iowa
$547K -$60.6K -564 -10%
FW
1095
Fairway Wealth
Ohio
$546K +$67.2K +625 +14%
DTC
1096
Davidson Trust Company
Washington
$546K -$2.37K -22 -0.4%
FAP
1097
Financial Advisory Partners
Florida
$546K +$261K +2,425 +89%
IAS
1098
Insigneo Advisory Services
Florida
$544K – – –
GD
1099
Grandfield & Dodd
New York
$543K – – –
CWM
1100
Chesapeake Wealth Management
Virginia
$542K +$38.7K +360 +8%
42 43
44
45 46