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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
776
Whitney & Co
New York
$385K +$7.12K +61 +2%
EHC
777
Everett Harris & Co
California
$383K – – –
FIM
778
Freedom Investment Management
Connecticut
$383K +$9.21K +79 +2%
OMIC
779
Old Mission Investment Co
Michigan
$377K +$379K +3,250 New
GG
780
Gofen & Glossberg
Illinois
$377K – – –
RW
781
Rede Wealth
Virginia
$377K +$379K +3,246 New
RWM
782
RKL Wealth Management
Pennsylvania
$376K +$378K +3,239 New
BF
783
BOK Financial
Oklahoma
$374K +$376K +3,226 New
CPA
784
Clear Perspective Advisors
Illinois
$373K – – –
LWM
785
Lyell Wealth Management
California
$370K +$26.2K +225 +8%
RWA
786
Redhawk Wealth Advisors
Minnesota
$370K +$165K +1,412 +79%
WAM
787
Wakefield Asset Management
Colorado
$369K +$7.93K +68 +2%
HP
788
HT Partners
Connecticut
$366K – – –
APW
789
Aurora Private Wealth
New Jersey
$365K -$65.1K -558 -15%
WCM
790
Windham Capital Management
Massachusetts
$365K +$23.1K +198 +7%
LWA
791
Lenox Wealth Advisors
New York
$361K +$1.05K +9 +0.3%
KPWS
792
Kestra Private Wealth Services
Texas
$361K +$114K +977 +46%
AIC
793
Archer Investment Corporation
Indiana
$360K – – –
GKWIM
794
Gerber Kawasaki Wealth & Investment Management
California
$358K +$55.4K +475 +18%
FWIA
795
Fort Washington Investment Advisors
Ohio
$356K -$117 -1 -0%
IBOK
796
Independence Bank of Kentucky
Kentucky
$352K – – –
CGFA
797
Colton Groome Financial Advisors
North Carolina
$351K +$352K +3,022 New
BMCM
798
Bryn Mawr Capital Management
Pennsylvania
$347K +$24.8K +213 +8%
FM
799
Foster & Motley
Ohio
$345K +$25.1K +215 +8%
CHAM
800
Clear Harbor Asset Management
Connecticut
$343K +$37.3K +320 +12%
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