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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
801
Colton Groome Financial Advisors
North Carolina
$375K +$20.4K +175 +6%
LA
802
Latitude Advisors
Florida
$374K +$373K +3,192 New
KFS
803
Kelly Financial Services
Massachusetts
$369K +$223K +1,907 +154%
HP
804
HT Partners
Connecticut
$369K – – –
WSFS
805
Wilmington Savings Fund Society
Delaware
$369K +$81.9K +701 +29%
LWM
806
Lyell Wealth Management
California
$362K -$11.7K -100 -3%
LWA
807
Lenox Wealth Advisors
New York
$361K -$3.04K -26 -0.8%
CTC
808
Chai Trust Company
Illinois
$358K +$357K +3,056 New
IBOK
809
Independence Bank of Kentucky
Kentucky
$355K – – –
HW
810
Hamilton Wealth
California
$353K +$14.6K +125 +4%
GKWIM
811
Gerber Kawasaki Wealth & Investment Management
California
$346K -$14.6K -125 -4%
LNWTC
812
Laird Norton Wetherby Trust Company
Washington
$345K -$374K -3,200 -52%
BMCM
813
Bryn Mawr Capital Management
Pennsylvania
$344K -$6.19K -53 -2%
LFF
814
Level Four Financial
Texas
$344K +$117 +1 +0%
BTWM
815
Baker Tilly Wealth Management
Wisconsin
$332K -$481K -4,118 -59%
BHWA
816
Beacon Harbor Wealth Advisors
Virginia
$332K -$8.18K -70 -2%
FWIA
817
Fort Washington Investment Advisors
Ohio
$331K -$27.7K -237 -8%
NPT
818
Nixon Peabody Trust
Massachusetts
$331K – – –
BBNB
819
Baker Boyer National Bank
Washington
$331K +$364K +3,113 New
MFG
820
Menard Financial Group
Texas
$330K -$90.8K -777 -22%
APW
821
Aurora Private Wealth
New Jersey
$330K -$39.3K -336 -11%
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$57.4K +491 +21%
ZIM
823
Zacks Investment Management
Illinois
$328K +$327K +2,801 New
WC
824
Whitney & Co
New York
$327K -$62.5K -535 -16%
HCA
825
Harbour Capital Advisors
Virginia
$322K – – –
31 32
33
34 35