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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
MONECO Advisors
Connecticut
$316K -$155K -1,455 -32%
SL
902
SWMG LLC
Texas
$316K +$328K +3,082 New
AI
903
Accredited Investors
Minnesota
$315K +$326K +3,070 New
HTC
904
Haverford Trust Company
Pennsylvania
$313K -$600K -5,648 -65%
LWP
905
Lumature Wealth Partners
Georgia
$313K -$142K -1,335 -30%
AWA
906
Alta Wealth Advisors
Massachusetts
$313K +$15.2K +143 +5%
FWIA
907
Fort Washington Investment Advisors
Ohio
$311K +$21.3K +200 +7%
GJIC
908
Gamble Jones Investment Counsel
California
$307K -$468K -4,400 -59%
CFS
909
CRA Financial Services
New Jersey
$304K -$401K -3,769 -56%
WTB
910
Washington Trust Bank
Washington
$304K – – –
VWM
911
Valley Wealth Managers
New Jersey
$302K -$136K -1,275 -30%
LWP
912
Laurel Wealth Planning
Minnesota
$302K +$48.1K +452 +18%
IBOK
913
Independence Bank of Kentucky
Kentucky
$300K -$11.8K -111 -4%
CTA
914
Colonial Trust Advisors
South Carolina
$299K +$310K +2,917 New
WIM
915
WealthPlan Investment Management
Nebraska
$293K +$292K +2,748 New
KIG
916
Kowal Investment Group
Wisconsin
$292K -$55.7K -524 -16%
ZIM
917
Zacks Investment Management
Illinois
$291K -$154K -1,444 -34%
AWM
918
Avaii Wealth Management
Wisconsin
$290K +$300K +2,826 New
CPIG
919
Chicago Partners Investment Group
Illinois
$289K -$205K -1,927 -40%
RFG
920
Range Financial Group
Oregon
$289K -$64.9K -610 -18%
BPWM
921
Badgley Phelps Wealth Managers
Washington
$287K – – –
FNBOO
922
First National Bank of Omaha
Nebraska
$285K -$55.8K -525 -16%
PWW
923
Pettyjohn Wood & White
Virginia
$285K -$35.4K -333 -11%
SFG
924
SevenBridge Financial Group
Pennsylvania
$284K -$18.4K -173 -6%
SCA
925
St. Clair Advisors
Ohio
$284K +$1.59K +15 +0.5%
35 36
37
38 39