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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
651
Pinnacle Bancorp
Nebraska
$273K – – –
KC
652
Kingfisher Capital
North Carolina
$265K +$2.05K +18 +0.8%
TCPWM
653
Traverso Chambers Private Wealth Management
California
$264K – – –
CHAM
654
Clear Harbor Asset Management
Connecticut
$261K -$63K -553 -19%
WA
655
WBH Advisory
Maryland
$261K – – –
DI
656
DFPG Investments
Utah
$260K +$20K +176 +8%
PG
657
Prostatis Group
Maryland
$259K +$259K +2,270 New
STB
658
S&T Bank
Pennsylvania
$258K +$258K +2,262 New
WC
659
Whitney & Co
New York
$258K +$258K +2,268 New
ST
660
Smithfield Trust
Pennsylvania
$257K – – –
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$257K +$108K +944 +72%
HFM
662
Hartford Financial Management
Connecticut
$256K -$38.7K -340 -13%
HPC
663
HM Payson & Co
Maine
$256K – – –
RPWA
664
Regent Peak Wealth Advisors
Georgia
$256K +$256K +2,251 New
LPWM
665
Lake Point Wealth Management
Texas
$255K +$255K +2,241 New
VCM
666
Vivaldi Capital Management
Illinois
$252K – – –
FUBT
667
First United Bank & Trust
Maryland
$251K – – –
KFA
668
Kelleher Financial Advisors
New York
$251K – – –
WCG
669
Weaver Consulting Group
California
$250K – – –
IP
670
Intellectus Partners
California
$250K +$250K +2,193 New
FAT
671
First American Trust
California
$248K +$248K +2,179 New
SFPM
672
Sensible Financial Planning & Management
Massachusetts
$247K – – –
RC
673
Rovin Capital
Arizona
$247K +$247K +2,167 New
CFS
674
CRA Financial Services
New Jersey
$246K +$27.5K +241 +13%
JWS
675
Juncture Wealth Strategies
Arizona
$246K +$246K +2,160 New
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