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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
526
One Wealth Advisors
California
$256K -$439 -4 -0.2%
VCM
527
Virtue Capital Management
Tennessee
$255K +$252K +2,294 New
EIA
528
Eldridge Investment Advisors
New Hampshire
$250K – – –
DADC
529
D.A. Davidson & Co
Montana
$250K +$248K +2,257 New
WT
530
Washington Trust
Rhode Island
$249K – – –
WA
531
WBH Advisory
Maryland
$249K – – –
GSWM
532
Golden State Wealth Management
California
$249K +$245K +2,238 New
WCG
533
Weaver Consulting Group
California
$247K +$240K +2,191 New
VCM
534
Vivaldi Capital Management
Illinois
$246K – – –
SFPM
535
Sensible Financial Planning & Management
Massachusetts
$241K – – –
LNB
536
Ledyard National Bank
$236K +$179K +1,628 +326%
HFA
537
Huber Financial Advisors
Illinois
$234K +$231K +2,104 New
PWM
538
Perigon Wealth Management
California
$233K – – –
TTWM
539
TCV Trust & Wealth Management
Virginia
$232K +$5.15K +47 +2%
PAM
540
Peak Asset Management
Colorado
$231K – – –
CCMG
541
Clark Capital Management Group
Pennsylvania
$229K +$17K +155 +8%
ML
542
McAdam LLC
Pennsylvania
$228K +$225K +2,050 New
HPWM
543
Highland Private Wealth Management
Washington
$223K +$17.5K +160 +9%
WS
544
Wedbush Securities
California
$223K +$220K +2,008 New
HS
545
Horan Securities
United States
$220K -$8.66K -79 -4%
AIA
546
Ally Invest Advisors
North Carolina
$219K +$216K +1,973 New
GC
547
Grimes & Company
Massachusetts
$217K -$37.6K -343 -15%
MIM
548
Macroview Investment Management
Maryland
$215K +$179K +1,628 +529%
CFS
549
CRA Financial Services
New Jersey
$213K – – –
LHC
550
Little House Capital
Massachusetts
$213K – – –
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