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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
901
Moors & Cabot
Massachusetts
$344K -$640K -6,000 -65%
BCM
902
Boltwood Capital Management
California
$344K -$290K -2,720 -46%
LFAS
903
Level Four Advisory Services
Texas
$344K -$39.3K -368 -10%
FNBT
904
FineMark National Bank & Trust
Florida
$341K -$22.2K -208 -6%
SAM
905
Strategy Asset Managers
California
$339K -$161K -1,505 -32%
SIC
906
Sigma Investment Counselors
Michigan
$337K -$228K -2,134 -40%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$332K – – –
HT
908
HighTower Trust
Texas
$332K +$205K +1,924 New
AIM
909
Acropolis Investment Management
Missouri
$331K -$3.59M -33,629 -92%
PWW
910
Pettyjohn Wood & White
Virginia
$331K -$42.8K -401 -11%
BBNB
911
Baker Boyer National Bank
Washington
$331K – – –
CIA
912
Caerus Investment Advisors
Texas
$331K +$333K +3,116 New
AIC
913
Archer Investment Corporation
Indiana
$330K – – –
KWM
914
KerberRose Wealth Management
Wisconsin
$328K +$329K +3,082 New
SFP
915
Sterling Financial Planning
New Jersey
$325K -$58.8K -551 -15%
IBOK
916
Independence Bank of Kentucky
Kentucky
$322K – – –
CPA
917
Cardiff Park Advisors
California
$321K -$140K -1,311 -30%
IAG
918
Investment Advisory Group
Massachusetts
$321K -$13.6K -127 -4%
MAM
919
Madison Asset Management
Wisconsin
$318K -$90.4K -847 -22%
RIM
920
Rockbridge Investment Management
New York
$318K -$326K -3,057 -51%
WTB
921
Washington Trust Bank
Washington
$315K – – –
AFS
922
AFG Fiduciary Services
Massachusetts
$313K -$172K -1,609 -35%
SFG
923
SevenBridge Financial Group
Pennsylvania
$313K – – –
SWA
924
Sutton Wealth Advisors
Florida
$310K -$20.8K -195 -6%
AWA
925
Alta Wealth Advisors
Massachusetts
$310K +$534 +5 +0.2%
35 36
37
38 39