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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
551
Haverford Trust Company
Pennsylvania
$313K – – –
VCM
552
Vigilant Capital Management
Maine
$312K -$8.56K -75 -3%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$312K – – –
PFA
554
Paradigm Financial Advisors
Missouri
$306K -$136K -1,190 -31%
NPT
555
Nixon Peabody Trust
Massachusetts
$305K – – –
PG
556
Patten Group
Tennessee
$304K +$25.1K +220 +9%
GT
557
Glenview Trust
Kentucky
$304K +$303K +2,659 New
GIA
558
Gladstone Institutional Advisory
Florida
$303K +$303K +2,656 New
VIM
559
Vista Investment Management
Pennsylvania
$302K -$9.13K -80 -3%
AC
560
Alexandria Capital
Virginia
$301K -$7.99K -70 -3%
WWM
561
Western Wealth Management
Colorado
$301K +$34.5K +302 +13%
FNBT
562
FineMark National Bank & Trust
Florida
$301K +$301K +2,639 New
MFT
563
Moisand Fitzgerald Tamayo
Florida
$299K – – –
TTWM
564
TCV Trust & Wealth Management
Virginia
$299K +$22.2K +195 +8%
DI
565
Diligent Investors
California
$298K +$50.3K +441 +20%
HFM
566
Hartford Financial Management
Connecticut
$295K +$15.9K +139 +6%
PV
567
Private Vista
Illinois
$289K -$110K -968 -28%
BHWM
568
Bar Harbor Wealth Management
New Hampshire
$289K – – –
DWT
569
Dorsey & Whitney Trust
South Dakota
$289K +$85.6K +750 +42%
BWCS
570
Beirne Wealth Consulting Services
Connecticut
$288K -$9.24K -81 -3%
HR
571
Hayden Royal
North Carolina
$288K +$8.1K +71 +3%
AAS
572
Avantax Advisory Services
Texas
$287K -$53.3K -467 -16%
CFD
573
Creative Financial Designs
Indiana
$286K +$685 +6 +0.2%
CL
574
CPWM LLC
Washington
$285K – – –
VWA
575
VERITY Wealth Advisors
United States
$275K +$1.71K +15 +0.6%
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