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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
626
Adero Partners
California
$321K +$321K +2,815 New
EW
627
Emerson Wealth
Michigan
$320K -$1.25K -11 -0.4%
PG
628
Patten Group
Tennessee
$317K +$13.7K +120 +5%
DADC
629
D.A. Davidson & Co
Montana
$316K -$1.14K -10 -0.4%
NPT
630
Nixon Peabody Trust
Massachusetts
$313K +$8.54K +75 +3%
DWT
631
Dorsey & Whitney Trust
South Dakota
$313K +$25.1K +220 +9%
HTC
632
Haverford Trust Company
Pennsylvania
$312K – – –
SIM
633
Stratos Investment Management
Ohio
$307K -$550K -4,832 -64%
CPA
634
Clear Perspective Advisors
Illinois
$306K -$17.1K -150 -5%
FVWA
635
Foster Victor Wealth Advisors
South Carolina
$306K +$304K +2,672 New
GIA
636
Gladstone Institutional Advisory
Florida
$303K +$228 +2 +0.1%
MWM
637
Mattern Wealth Management
Kansas
$301K +$301K +2,642 New
AC
638
Alexandria Capital
Virginia
$300K -$1.02K -9 -0.3%
CSM
639
CAMG Solamere Management
North Carolina
$299K -$114K -1,000 -28%
MFT
640
Moisand Fitzgerald Tamayo
Florida
$299K – – –
DI
641
Diligent Investors
California
$298K – – –
HWA
642
Hilltop Wealth Advisors
North Carolina
$297K +$297K +2,604 New
PV
643
Private Vista
Illinois
$289K – – –
BHWM
644
Bar Harbor Wealth Management
New Hampshire
$288K – – –
CMI
645
Clare Market Investments
Texas
$287K -$465K -4,084 -62%
CL
646
CPWM LLC
Washington
$285K – – –
VIM
647
Vista Investment Management
Pennsylvania
$283K -$18.6K -163 -6%
CFD
648
Creative Financial Designs
Indiana
$283K -$2.28K -20 -0.8%
FHB
649
First Hawaiian Bank
Hawaii
$277K +$26.1K +229 +10%
SFP
650
Strategic Financial Planning
Texas
$275K +$275K +2,416 New
24 25
26
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