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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$413K +$413K +3,630 New
RFA
577
Reilly Financial Advisors
California
$411K – – –
RF
578
RHS Financial
California
$408K +$408K +3,581 New
APW
579
Aurora Private Wealth
New Jersey
$407K +$407K +3,572 New
FFA
580
Fragasso Financial Advisors
Pennsylvania
$406K -$13.8K -121 -3%
GT
581
Glenview Trust
Kentucky
$406K +$103K +908 +34%
SIC
582
Salem Investment Counselors
North Carolina
$403K +$403K +3,540 New
CFA
583
Carroll Financial Associates
North Carolina
$402K -$65.4K -574 -14%
IP
584
Investment Partners
Ohio
$401K – – –
FWIA
585
Fort Washington Investment Advisors
Ohio
$398K -$71.3K -626 -15%
SFWA
586
Summit Financial Wealth Advisors
Louisiana
$394K +$53.1K +466 +16%
AM
587
Atwater Malick
Pennsylvania
$392K -$56.4K -495 -13%
VHAM
588
Van Hulzen Asset Management
California
$387K -$211K -1,852 -35%
BCM
589
Brasada Capital Management
Texas
$387K +$387K +3,397 New
BA
590
Bristlecone Advisors
Washington
$387K +$387K +3,400 New
HB
591
Homrich & Berg
Georgia
$385K +$55.2K +485 +17%
PFA
592
Paradigm Financial Advisors
Missouri
$383K +$77.1K +677 +25%
BS
593
Boenning & Scattergood
Pennsylvania
$381K – – –
AIA
594
Armor Investment Advisors
North Carolina
$381K +$371K +3,261 +3,836%
FNBT
595
FineMark National Bank & Trust
Florida
$374K +$73.4K +644 +24%
NEGWA
596
New England Guild Wealth Advisors
Connecticut
$373K – – –
HPWM
597
Highland Private Wealth Management
Washington
$372K +$10.8K +95 +3%
BCA
598
Bay Colony Advisors
Massachusetts
$363K -$127K -1,113 -26%
OPS
599
Orion Portfolio Solutions
Nebraska
$362K +$362K +3,178 New
PP
600
PagnatoKarp Partners
Virginia
$361K +$683 +6 +0.2%
22 23
24
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