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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
801
HT Partners
Connecticut
$366K – – –
CPA
802
Clear Perspective Advisors
Illinois
$365K -$8.09K -69 -2%
WSFS
803
Wilmington Savings Fund Society
Delaware
$365K -$1.41K -12 -0.4%
WT
804
Washington Trust
Rhode Island
$364K -$88.9K -758 -20%
BHWA
805
Beacon Harbor Wealth Advisors
Virginia
$361K +$32.2K +275 +10%
AIC
806
Archer Investment Corporation
Indiana
$360K +$363K +3,100 New
FIM
807
Freedom Investment Management
Connecticut
$359K -$17.4K -148 -5%
LWM
808
Lyell Wealth Management
California
$359K – – –
HW
809
Hamilton Wealth
California
$357K +$7.03K +60 +2%
LWA
810
Lenox Wealth Advisors
New York
$356K -$1.99K -17 -0.6%
BTWM
811
Baker Tilly Wealth Management
Wisconsin
$353K +$23.4K +200 +7%
LNWTC
812
Laird Norton Wetherby Trust Company
Washington
$342K – – –
SFG
813
SevenBridge Financial Group
Pennsylvania
$342K +$345K +2,945 New
LFF
814
Level Four Financial
Texas
$341K +$117 +1 +0%
SIC
815
Sigma Investment Counselors
Michigan
$339K +$76.2K +650 +29%
BMCM
816
Bryn Mawr Capital Management
Pennsylvania
$338K -$3.05K -26 -0.9%
ATPW
817
Ashton Thomas Private Wealth
Arizona
$335K +$46.9K +400 +16%
SBH
818
Segall Bryant & Hamill
Illinois
$335K -$117K -994 -26%
MA
819
MBA Advisors
Pennsylvania
$335K +$18.5K +158 +6%
FM
820
Foster & Motley
Ohio
$332K -$106K -901 -24%
NPT
821
Nixon Peabody Trust
Massachusetts
$332K +$3.99K +34 +1%
PWM
822
Penobscot Wealth Management
Maine
$328K -$88.7K -757 -21%
FWIA
823
Fort Washington Investment Advisors
Ohio
$328K – – –
APW
824
Aurora Private Wealth
New Jersey
$321K -$5.86K -50 -2%
HB
825
Homrich & Berg
Georgia
$319K -$99.9K -852 -24%
31 32
33
34 35