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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
201
Pallas Capital Advisors
Massachusetts
$8.78M +$9.18M +86,332 New
MWM
202
Modera Wealth Management
New Jersey
$8.77M -$530K -4,986 -6%
HWA
203
Heartwood Wealth Advisors
Virginia
$8.74M +$490K +4,609 +6%
GLLW
204
Graves Light Lenhart Wealth
Virginia
$8.65M +$801K +7,539 +10%
VC
205
Veery Capital
Delaware
$8.59M +$153K +1,442 +2%
PIMG
206
Patriot Investment Management Group
Tennessee
$8.54M +$96.2K +905 +1%
WC
207
Wealth CMT
New Jersey
$8.42M -$4.07M -38,312 -32%
AA
208
Alesco Advisors
New York
$8.39M +$4.53M +42,580 +109%
SF
209
Synovus Financial
Georgia
$8.36M -$549K -5,163 -6%
BWA
210
Burt Wealth Advisors
Maryland
$8.35M -$1.81M -17,042 -17%
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$8.3M +$8.6M +80,918 New
CWM
212
Congress Wealth Management
Massachusetts
$8.26M -$165K -1,551 -2%
TA
213
Tiedemann Advisors
New York
$8.22M +$4.19M +39,384 +97%
CIM
214
Confluence Investment Management
Missouri
$8.22M +$2.78M +26,185 +49%
MFA
215
Mayflower Financial Advisors
Massachusetts
$8.14M -$1.78M -16,738 -17%
RWP
216
Revolve Wealth Partners
New Jersey
$8.11M +$667K +6,276 +9%
OPWM
217
Oakwell Private Wealth Management
Texas
$8.03M +$5.77M +54,237 +226%
FGG
218
Financial Guidance Group
Florida
$8.02M -$1.49K -14 -0%
FFBTD
219
First Financial Bank - Trust Division
Ohio
$8.01M +$8.3M +78,070 New
GW
220
GW & Wade
Massachusetts
$7.96M +$2.44M +22,920 +42%
FT
221
Fiduciary Trust
Massachusetts
$7.86M +$465K +4,374 +6%
AWS
222
AJ Wealth Strategies
New York
$7.79M -$54.1M -508,909 -87%
JF
223
JSF Financial
California
$7.78M +$8.06M +75,824 New
WTC
224
WhitTier Trust Company
Nevada
$7.78M +$947K +8,908 +13%
AAS
225
Avantax Advisory Services
Texas
$7.77M -$1.61M -15,119 -17%
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9
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