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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
751
Emerald Advisors
Washington
$659K -$1.35M -11,625 -67%
PFA
752
Professional Financial Advisors
Nebraska
$658K +$657K +5,657 New
GT
753
Glenview Trust
Kentucky
$656K – – –
PCA
754
Personal Capital Advisors
California
$654K +$223K +1,923 +48%
MAM
755
Madison Asset Management
Wisconsin
$651K +$650K +5,597 New
CHAM
756
Clear Harbor Asset Management
Connecticut
$648K -$13.9K -120 -2%
SIC
757
Sigma Investment Counselors
Michigan
$645K +$305K +2,630 +90%
RFA
758
Reilly Financial Advisors
California
$643K +$99.5K +857 +18%
FWM
759
FSA Wealth Management
Massachusetts
$642K -$1.86K -16 -0.3%
FAM
760
Flaharty Asset Management
Florida
$641K – – –
CFB
761
Cullen/Frost Bankers
Texas
$640K – – –
GFS
762
GYL Financial Synergies
Connecticut
$640K +$639K +5,500 New
HCM
763
Harvey Capital Management
Florida
$639K – – –
HPWM
764
Highland Private Wealth Management
Washington
$639K +$66.2K +570 +12%
WC
765
Whitney & Co
New York
$634K +$257K +2,213 +68%
MA
766
MONECO Advisors
Connecticut
$632K -$232K -2,001 -27%
FCA
767
FLC Capital Advisors
California
$623K – – –
BAG
768
Briggs Advisory Group
Rhode Island
$620K +$619K +5,335 New
SW
769
SVB Wealth
Massachusetts
$615K -$26.5K -228 -4%
LIG
770
Lokken Investment Group
Delaware
$614K +$129K +1,107 +27%
HTC
771
Haverford Trust Company
Pennsylvania
$609K – – –
TIAM2
772
Tru Independence Asset Management 2
Oregon
$607K +$97.3K +838 +19%
WI
773
Wintrust Investments
Illinois
$604K +$1.51K +13 +0.3%
ACM
774
Antonetti Capital Management
Florida
$600K +$284K +2,450 +90%
GA
775
Greenspring Advisors
Maryland
$600K +$599K +5,158 New
29 30
31
32 33