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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
826
First United Bank & Trust
Maryland
$258K – – –
PIA
827
Pinion Investment Advisors
Kansas
$258K +$256K +2,202 New
SMC
828
Smith, Moore & Co
Missouri
$256K -$26.1K -225 -9%
WFA
829
Wipfli Financial Advisors
Wisconsin
$255K +$253K +2,178 New
SFPM
830
Sensible Financial Planning & Management
Massachusetts
$254K – – –
RC
831
Rovin Capital
Arizona
$254K +$697 +6 +0.3%
HGWM
832
Horst & Graben Wealth Management
Oregon
$254K +$1.74K +15 +0.7%
PCA
833
Personal Capital Advisors
California
$253K -$140K -1,209 -36%
SIM
834
Stratos Investment Management
Ohio
$252K +$14.3K +123 +6%
KPWS
835
Kestra Private Wealth Services
Texas
$250K +$248K +2,131 New
IFG
836
Independent Financial Group
California
$249K +$5.81K +50 +2%
DY
837
Dowling & Yahnke
California
$249K – – –
BCM
838
Bourgeon Capital Management
Connecticut
$246K – – –
RA
839
Reby Advisors
Connecticut
$246K +$243K +2,096 New
AM
840
Atwater Malick
Pennsylvania
$245K – – –
HC
841
Hamilton Capital
Ohio
$245K +$929 +8 +0.4%
COI
842
Connable Office Inc
Michigan
$245K +$243K +2,091 New
PGWM
843
Parisi Gray Wealth Management
New Jersey
$244K -$28.3K -244 -10%
DI
844
DFPG Investments
Utah
$241K -$46.1K -397 -16%
RHP
845
Royal Harbor Partners
Texas
$241K – – –
CWM
846
Consultiva Wealth Management
Puerto Rico
$241K +$239K +2,055 New
AWM
847
Aprio Wealth Management
Georgia
$239K -$2.44K -21 -1%
FI
848
Financial Insights
Washington
$238K – – –
LA
849
LexAurum Advisors
Kansas
$237K +$28.7K +247 +14%
EIP
850
Ellis Investment Partners
Pennsylvania
$235K +$1.63K +14 +0.7%
32 33
34
35 36