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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
326
Traveka Wealth
California
$6.87M +$6.62M +63,335 New
BWA
327
Burt Wealth Advisors
Maryland
$6.84M -$1.69M -16,186 -20%
GL
328
Graypoint LLC
New York
$6.84M -$223K -2,134 -3%
BSWA
329
Bromfield Sneider Wealth Advisors
Massachusetts
$6.83M +$21.5K +206 +0.3%
LNWTC
330
Laird Norton Wetherby Trust Company
Washington
$6.81M -$13.6M -130,098 -67%
CISOA
331
Capital Investment Services of America
Wisconsin
$6.8M – – –
ACM
332
AUA Capital Management
Pennsylvania
$6.77M +$418K +3,997 +7%
EFN
333
Equita Financial Network
Pennsylvania
$6.76M +$361K +3,459 +6%
FNT
334
First National Trust
Pennsylvania
$6.72M +$841K +8,043 +15%
FM
335
Foster & Motley
Ohio
$6.71M +$53.6K +513 +0.8%
CWM
336
Connecticut Wealth Management
Connecticut
$6.67M +$87K +833 +1%
RFG
337
RFP Financial Group
Georgia
$6.67M -$688K -6,584 -10%
WA
338
Waterford Advisors
New York
$6.66M -$2.1M -20,125 -25%
CA
339
CGN Advisors
Kansas
$6.58M -$7.97M -76,289 -56%
TIA
340
Traphagen Investment Advisors
New Jersey
$6.51M -$836K -8,001 -12%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$6.48M -$3.28M -31,393 -34%
BC
342
Bartlett & Co
Ohio
$6.48M -$3.28M -31,393 -34%
RSWM
343
Robertson Stephens Wealth Management
California
$6.46M -$2.48M -23,756 -29%
DJSG
344
D.J. St. Germain
Massachusetts
$6.45M +$12.5K +120 +0.2%
PCM
345
Passive Capital Management
Maryland
$6.39M -$8.36M -79,960 -58%
SF
346
Synovus Financial
Georgia
$6.37M -$882K -8,436 -13%
FBB
347
Fulton Breakefield Broenniman
Maryland
$6.36M +$315K +3,014 +5%
KPWS
348
Kestra Private Wealth Services
Texas
$6.33M +$1.11M +10,658 +22%
EWM
349
Empirical Wealth Management
Washington
$6.3M +$1.56M +14,943 +35%
AFG
350
Arkansas Financial Group
Arkansas
$6.14M +$46.2K +442 +0.8%
12 13
14
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