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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
826
ADE LLC
Maryland
$476K – – –
HCM
827
HMS Capital Management
Tennessee
$473K -$480K -4,496 -50%
LSPW
828
Lake Street Private Wealth
Illinois
$472K -$1.31M -12,249 -73%
PB
829
Pinnacle Bancorp
Nebraska
$471K -$17.4K -163 -4%
PCIA
830
Prime Capital Investment Advisors
Kansas
$469K -$69.8K -654 -13%
LWP
831
Lumature Wealth Partners
Georgia
$467K -$43.8K -410 -9%
RPC
832
Rossmore Private Capital
Connecticut
$465K +$39.5K +370 +9%
ESB
833
Essex Savings Bank
Connecticut
$465K +$39.8K +373 +9%
VCA
834
Verdence Capital Advisors
Maryland
$462K +$1.92K +18 +0.4%
SQA
835
Simon Quick Advisors
New Jersey
$457K +$449K +4,208 +16,185%
ACA
836
Atlas Capital Advisors
Wyoming
$457K +$101K +950 +28%
ZIM
837
Zacks Investment Management
Illinois
$456K +$174K +1,633 +62%
TFA
838
Tobias Financial Advisors
Florida
$455K +$456K +4,276 New
UBV
839
United Bank (Virginia)
Virginia
$455K +$457K +4,281 New
ST
840
Sabal Trust
Florida
$454K – – –
VWM
841
Valley Wealth Managers
New Jersey
$448K +$449K +4,212 New
SRSA
842
S.R. Schill & Associates
Washington
$448K +$450K +4,216 New
SBH
843
Segall Bryant & Hamill
Illinois
$440K -$47.4K -444 -10%
SRC
844
Shufro Rose & Co
New York
$438K +$440K +4,122 New
RW
845
Rede Wealth
Virginia
$437K -$70.1K -657 -14%
C
846
CEDRUS
Colorado
$436K +$217K +2,034 +99%
WCM
847
Windham Capital Management
Massachusetts
$434K -$48.4K -454 -10%
SMC
848
Smith, Moore & Co
Missouri
$429K +$430K +4,033 New
KFI
849
Key Financial Inc
Pennsylvania
$422K -$286K -2,682 -40%
VFA
850
Valeo Financial Advisors
Indiana
$419K -$712K -6,672 -63%
32 33
34
35 36