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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
551
Pinnacle Bancorp
Nebraska
$271K – – –
VWA
552
VERITY Wealth Advisors
United States
$271K +$1.68K +15 +0.6%
WA
553
Winfield Associates
Ohio
$269K – – –
SCA
554
Stonebridge Capital Advisors
Minnesota
$267K -$11.3K -101 -4%
WWM
555
Western Wealth Management
Colorado
$264K +$112 +1 +0%
TCPWM
556
Traverso Chambers Private Wealth Management
California
$262K – – –
OWA
557
One Wealth Advisors
California
$260K – – –
WA
558
WBH Advisory
Maryland
$259K +$5.6K +50 +2%
HPWM
559
Highland Private Wealth Management
Washington
$258K +$31.7K +283 +14%
HPC
560
HM Payson & Co
Maine
$254K +$252K +2,250 New
WT
561
Washington Trust
Rhode Island
$252K – – –
VCM
562
Vivaldi Capital Management
Illinois
$250K – – –
ML
563
McAdam LLC
Pennsylvania
$250K +$17.6K +157 +8%
FUBT
564
First United Bank & Trust
Maryland
$249K +$246K +2,200 New
KFA
565
Kelleher Financial Advisors
New York
$249K +$247K +2,209 New
WCG
566
Weaver Consulting Group
California
$248K – – –
CPA
567
Clear Perspective Advisors
Illinois
$248K +$245K +2,189 New
DI
568
Diligent Investors
California
$246K +$243K +2,171 New
SFPM
569
Sensible Financial Planning & Management
Massachusetts
$245K – – –
CWM
570
Consultiva Wealth Management
Puerto Rico
$241K +$230K +2,055 New
AIC
571
Ameritas Investment Company
Nebraska
$239K +$235K +2,095 +13,094%
DI
572
DFPG Investments
Utah
$239K +$236K +2,107 New
CL
573
Cabana LLC
Arkansas
$236K +$231K +2,063 New
PAM
574
Peak Asset Management
Colorado
$235K – – –
BHWA
575
Beacon Harbor Wealth Advisors
Virginia
$234K +$232K +2,068 New
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