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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1151
Trustmark National Bank Trust Department
Mississippi
$316K +$8.62K +80 +3%
EBT
1152
Enterprise Bank & Trust
Massachusetts
$315K -$30.4K -282 -9%
GSAM
1153
Grant Street Asset Management
Pennsylvania
$314K +$311K +2,890 New
BP
1154
BBR Partners
New York
$312K -$5.17K -48 -2%
RW
1155
Rockport Wealth
Ohio
$311K -$6.68K -62 -2%
GWP
1156
Gateway Wealth Partners
Wisconsin
$310K +$57.5K +534 +23%
NWAG
1157
Net Worth Advisory Group
Utah
$306K +$304K +2,819 New
BPWM
1158
Badgley Phelps Wealth Managers
Washington
$304K -$3.13K -29 -1%
FPCG
1159
Forum Private Client Group
Indiana
$299K +$80.2K +744 +37%
CCFM
1160
Clear Creek Financial Management
Washington
$299K +$86.1K +799 +41%
MFA
1161
Millington Financial Advisors
Illinois
$296K +$50.2K +466 +21%
HFW
1162
Horizon Family Wealth
Illinois
$295K – – –
PHWM
1163
Pine Harbor Wealth Management
Maryland
$293K +$291K +2,700 New
VAS
1164
Vestmark Advisory Solutions
Massachusetts
$293K -$52.6K -488 -15%
EWA
1165
ERTS Wealth Advisors
Michigan
$292K -$12K -111 -4%
LFP
1166
Lakeshore Financial Planning
Michigan
$289K -$10.8K -100 -4%
FA
1167
Fermata Advisors
California
$287K +$3.88K +36 +1%
PCH
1168
PGIM Custom Harvest
New Jersey
$287K -$334K -3,095 -54%
RRA
1169
Round Rock Advisors
Connecticut
$286K – – –
CAM
1170
Covenant Asset Management
New Jersey
$285K +$15.6K +145 +6%
MOS
1171
MGO One Seven
Ohio
$284K +$67.5K +626 +31%
WAM
1172
WNY Asset Management
New York
$284K – – –
EK
1173
Evensky & Katz
Florida
$283K -$14.3K -133 -5%
DWS
1174
Dynamic Wealth Strategies
California
$280K +$27.4K +254 +11%
MA
1175
MBA Advisors
Pennsylvania
$280K – – –
45 46
47
48 49