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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
901
Morris Financial Concepts
South Carolina
$380K +$379K +3,265 New
CFAM
902
Center For Asset Management
Florida
$379K +$107K +921 +39%
BS
903
Boenning & Scattergood
Pennsylvania
$378K -$40.5K -349 -10%
APWA
904
Atlas Private Wealth Advisors
New Jersey
$377K -$233K -2,006 -38%
CPA
905
Clear Perspective Advisors
Illinois
$377K +$11.6K +100 +3%
RWA
906
Redhawk Wealth Advisors
Minnesota
$373K +$929 +8 +0.2%
LWA
907
Lenox Wealth Advisors
New York
$373K +$17K +146 +5%
HL
908
HeadInvest LLC
Maine
$372K +$371K +3,199 New
FP
909
Financial Perspectives
Minnesota
$371K -$212K -1,830 -36%
HP
910
HT Partners
Connecticut
$366K – – –
WSFS
911
Wilmington Savings Fund Society
Delaware
$365K – – –
HCA
912
Harbour Capital Advisors
Virginia
$365K +$48.8K +420 +15%
LL
913
LPWM LLC
Minnesota
$364K +$364K +3,131 New
BIA
914
Bell Investment Advisors
California
$362K -$38.5K -332 -10%
BBNB
915
Baker Boyer National Bank
Washington
$362K +$361K +3,113 New
AIC
916
Archer Investment Corporation
Indiana
$360K – – –
LWM
917
Lyell Wealth Management
California
$359K – – –
HW
918
Hamilton Wealth
California
$358K – – –
LFAS
919
Level Four Advisory Services
Texas
$355K +$354K +3,051 New
IAG
920
Investment Advisory Group
Massachusetts
$355K +$366K +3,150 New
BWM
921
Baystate Wealth Management
Massachusetts
$354K +$286K +2,460 +420%
BBA
922
BLB&B Advisors
Pennsylvania
$352K -$174K -1,500 -33%
JIP
923
Jaffetilchin Investment Partners
Florida
$352K +$48.5K +418 +16%
BFPW
924
BOK Financial Private Wealth
Colorado
$352K +$351K +3,024 New
OFG
925
Orcam Financial Group
California
$350K +$350K +3,013 New
35 36
37
38 39