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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
476
Riverpoint Wealth Management Holdings
Illinois
$305K +$2.58K +24 +0.9%
CWM
477
CMH Wealth Management
New Hampshire
$304K +$51.7K +480 +21%
F
478
F3Logic
Minnesota
$304K +$299K +2,781 New
FM
479
Foster & Motley
Ohio
$302K -$38.1K -354 -11%
BCM
480
Boltwood Capital Management
California
$300K – – –
HTC
481
Haverford Trust Company
Pennsylvania
$299K – – –
WCA
482
Westover Capital Advisors
Delaware
$299K +$54.2K +504 +22%
BWCS
483
Beirne Wealth Consulting Services
Connecticut
$293K +$290K +2,691 New
NPT
484
Nixon Peabody Trust
Massachusetts
$291K – – –
MFT
485
Moisand Fitzgerald Tamayo
Florida
$290K – – –
BHWM
486
Bar Harbor Wealth Management
New Hampshire
$289K +$35.5K +330 +14%
CWM
487
Connecticut Wealth Management
Connecticut
$286K +$282K +2,624 New
CIC
488
Carnegie Investment Counsel
Ohio
$284K +$280K +2,605 New
GWM
489
Geneos Wealth Management
Colorado
$282K +$38K +353 +16%
KWM
490
Kingsview Wealth Management
Oregon
$280K – – –
FI
491
FormulaFolio Investments
Michigan
$278K – – –
ANB
492
Amarillo National Bank
Texas
$276K -$361K -3,358 -57%
MWM
493
Meridian Wealth Management
Kentucky
$276K +$272K +2,531 New
CL
494
CPWM LLC
Washington
$273K – – –
WCM
495
Windham Capital Management
Massachusetts
$269K – – –
PG
496
Patten Group
Tennessee
$267K +$14K +130 +6%
SFC
497
SYM Financial Corp
Indiana
$266K +$262K +2,437 New
PB
498
Pinnacle Bancorp
Nebraska
$261K +$258K +2,393 New
WA
499
Winfield Associates
Ohio
$259K -$140K -1,300 -35%
VWA
500
VERITY Wealth Advisors
United States
$258K +$255K +2,370 New
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