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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
626
Ropes Wealth Advisors
Massachusetts
$336K +$340K +2,975 New
WCM
627
Windham Capital Management
Massachusetts
$333K – – –
FHA
628
First Horizon Advisors
Tennessee
$333K +$10.7K +94 +3%
WFA
629
Wellspring Financial Advisors
Ohio
$331K +$318K +2,783 New
DADC
630
D.A. Davidson & Co
Montana
$328K +$14.8K +130 +5%
PB
631
Pinnacle Bancorp
Nebraska
$328K +$57.6K +505 +21%
VC
632
Veracity Capital
Georgia
$327K +$330K +2,895 New
NIC
633
Northwest Investment Counselors
Oregon
$326K – – –
DWM
634
Darwin Wealth Management
Florida
$326K +$330K +2,892 New
FTIOP
635
Fiduciary Trust International of Pennsylvania
Pennsylvania
$321K – – –
PGAM
636
Princeton Global Asset Management
New Jersey
$319K +$322K +2,822 New
NPT
637
Nixon Peabody Trust
Massachusetts
$318K +$7.76K +68 +2%
TI
638
Tidal Investments
Wisconsin
$314K -$257K -2,250 -45%
HTC
639
Haverford Trust Company
Pennsylvania
$310K – – –
VCM
640
Vivaldi Capital Management
Illinois
$309K +$58.9K +516 +23%
MWM
641
Mattern Wealth Management
Kansas
$307K +$8.68K +76 +3%
DI
642
Diligent Investors
California
$306K +$11.4K +100 +4%
FM
643
Foster & Motley
Ohio
$304K -$113K -988 -27%
CPA
644
Clear Perspective Advisors
Illinois
$304K – – –
HGWM
645
Horst & Graben Wealth Management
Oregon
$304K +$307K +2,693 New
CSM
646
CAMG Solamere Management
North Carolina
$297K – – –
MFT
647
Moisand Fitzgerald Tamayo
Florida
$297K – – –
HWA
648
Hilltop Wealth Advisors
North Carolina
$294K – – –
CHAM
649
Clear Harbor Asset Management
Connecticut
$293K +$33.9K +297 +13%
CWM
650
Calamos Wealth Management
Illinois
$290K -$710K -6,220 -71%
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