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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
426
First National Trust
Pennsylvania
$246K +$20.1K +185 +9%
EIA
427
Eldridge Investment Advisors
New Hampshire
$242K – – –
GWM
428
Geneos Wealth Management
Colorado
$242K +$11.2K +103 +5%
WCA
429
Westover Capital Advisors
Delaware
$242K +$244K +2,241 New
PWM
430
Paulson Wealth Management
Illinois
$240K -$5.54K -51 -2%
WT
431
Washington Trust
Rhode Island
$240K – – –
KFA
432
Kelleher Financial Advisors
New York
$238K – – –
PPA
433
Parametric Portfolio Associates
Washington
$238K +$240K +2,209 New
WF
434
Welch & Forbes
Massachusetts
$236K -$130K -1,200 -35%
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$234K -$1M -9,227 -81%
SFPM
436
Sensible Financial Planning & Management
Massachusetts
$234K – – –
TFCP
437
Twin Focus Capital Partners
Massachusetts
$234K – – –
TNB
438
Thomasville National Bank
Georgia
$230K – – –
PAM
439
Peak Asset Management
Colorado
$224K – – –
CCMG
440
Clark Capital Management Group
Pennsylvania
$219K -$217 -2 -0.1%
LS
441
Lattice Strategies
Pennsylvania
$215K -$2.17K -20 -1%
LPT
442
Legacy Private Trust
Wisconsin
$212K -$169K -1,553 -44%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$210K – – –
BFG
444
Bouchey Financial Group
New York
$209K -$8.15K -75 -4%
LFS
445
Legacy Financial Strategies
Kansas
$204K -$1.43M -13,156 -87%
CB
446
Community Bank
New York
$202K – – –
AWE
447
Avidian Wealth Enterprises
Texas
$200K – – –
FHB
448
First Hawaiian Bank
Hawaii
$197K +$198K +1,826 New
CWA
449
Clarus Wealth Advisors
Arizona
$192K +$22.7K +209 +13%
PGWM
450
Parisi Gray Wealth Management
New Jersey
$182K – – –
16 17
18
19 20