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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SlateStone Wealth
Florida
$294K -$282K -2,425 -49%
IWA
702
Independence Wealth Advisors
Virginia
$293K -$1.02M -8,783 -78%
CL
703
CPWM LLC
Washington
$290K – – –
MFT
704
Moisand Fitzgerald Tamayo
Florida
$289K -$15.1K -130 -5%
CHAM
705
Clear Harbor Asset Management
Connecticut
$289K -$11.6K -100 -4%
DI
706
DFPG Investments
Utah
$283K +$5.58K +48 +2%
SMC
707
Smith, Moore & Co
Missouri
$279K +$1.28K +11 +0.5%
FM
708
Foster & Motley
Ohio
$277K -$4.76K -41 -2%
DWM
709
Doyle Wealth Management
Florida
$277K – – –
RPWA
710
Regent Peak Wealth Advisors
Georgia
$276K – – –
HIC
711
Holderness Investments Company
North Carolina
$275K – – –
CFA
712
Carroll Financial Associates
North Carolina
$274K -$562K -4,840 -67%
WA
713
WBH Advisory
Maryland
$273K +$12.9K +111 +5%
SB
714
Strategic Blueprint
Georgia
$272K – – –
PGWM
715
Parisi Gray Wealth Management
New Jersey
$270K +$232 +2 +0.1%
CFS
716
CRA Financial Services
New Jersey
$270K +$19.9K +171 +8%
AIA
717
Arbor Investment Advisors
North Carolina
$267K -$175K -1,508 -40%
PFPT
718
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K -$175K -1,508 -40%
NB
719
Nicolet Bankshares
Wisconsin
$267K – – –
AGA
720
Arkos Global Advisors
Texas
$267K +$267K +2,300 New
BCA
721
Bay Colony Advisors
Massachusetts
$262K -$6.16K -53 -2%
MFG
722
Magnus Financial Group
New York
$260K +$261K +2,247 New
PA
723
Parkside Advisors
California
$260K +$261K +2,247 New
SF
724
Symphony Financial
Texas
$259K +$260K +2,238 New
T
725
TRUADVICE
Florida
$259K +$261K +2,246 New
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29
30 31