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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
1101
Kathleen S. Wright Associates
Pennsylvania
$176K -$8.55K -80 -5%
LB
1102
Legacy Bridge
Iowa
$173K – – –
NRC
1103
New Republic Capital
North Carolina
$172K +$4.49K +42 +3%
VCM
1104
Versant Capital Management
Arizona
$171K +$169K +1,586 New
WWM
1105
Wolff Wiese Magana
California
$162K – – –
GM
1106
GeoWealth Management
Illinois
$160K +$31.9K +299 +25%
IWP
1107
IAG Wealth Partners
Wisconsin
$159K – – –
TWP
1108
TFO Wealth Partners
Ohio
$154K -$1.04M -9,686 -87%
MFG
1109
Monumental Financial Group
Maryland
$149K +$148K +1,385 New
DIP
1110
DT Investment Partners
Pennsylvania
$141K +$9.72K +91 +7%
AWM
1111
AllSquare Wealth Management
New York
$138K – – –
CBT
1112
Central Bank & Trust
Kentucky
$138K +$11.1K +104 +9%
OC
1113
Oakworth Capital
Alabama
$138K +$137K +1,282 New
SVCP
1114
Silicon Valley Capital Partners
California
$138K +$534 +5 +0.4%
CWC
1115
Carolinas Wealth Consulting
North Carolina
$131K +$15.9K +149 +14%
PCM
1116
Pointe Capital Management
Michigan
$129K +$128K +1,195 New
TSW
1117
Thompson Siegel & Walmsley
Virginia
$118K – – –
NFSG
1118
Newbridge Financial Services Group
Florida
$115K -$50.2K -470 -30%
HWP
1119
Highline Wealth Partners
California
$113K – – –
GI
1120
Gradient Investments
Minnesota
$109K +$52.9K +495 +96%
AA
1121
AlphaCentric Advisors
Puerto Rico
$98.5K +$97.7K +914 New
WTA
1122
Washington Trust Advisors
Massachusetts
$97K – – –
CWM
1123
CarsonAllaria Wealth Management
Illinois
$96.8K +$427 +4 +0.4%
FFA
1124
Founders Financial Alliance
North Carolina
$96.7K -$5.66K -53 -6%
HGERS
1125
Householder Group Estate & Retirement Specialist
Arizona
$96K +$95.1K +890 New
43 44
45
46 47