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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
951
Sutton Wealth Advisors
Florida
$353K -$962 -9 -0.3%
SW
952
SMART Wealth
Nebraska
$353K -$51.6K -483 -13%
AI
953
Auour Investments
Massachusetts
$353K +$353K +3,304 New
CTA
954
Colonial Trust Advisors
South Carolina
$352K -$28K -262 -7%
DT
955
Diversified Trust
Tennessee
$351K +$119K +1,110 +51%
TCPWM
956
Traverso Chambers Private Wealth Management
California
$351K +$351K +3,285 New
CG
957
Cynosure Group
Utah
$350K +$351K +3,280 New
WAAG
958
Wealth Alliance Advisory Group
Kansas
$346K – – –
CGA
959
Crescent Grove Advisors
Illinois
$346K +$346K +3,239 New
ST
960
Sabal Trust
Florida
$343K – – –
SIC
961
Sterling Investment Counsel
New York
$340K +$5.99K +56 +2%
MHR
962
Matthew Hamilton Rosenberg
$339K -$107 -1 -0%
JPG
963
Jordan Park Group
California
$337K – – –
FCA
964
FLC Capital Advisors
California
$336K +$10.2K +95 +3%
KFS
965
Kelly Financial Services
Massachusetts
$335K -$51.5K -482 -13%
LHWM
966
Lake Hills Wealth Management
Texas
$332K -$421K -3,941 -56%
BBNB
967
Baker Boyer National Bank
Washington
$332K – – –
GWA
968
GGM Wealth Advisors
Maryland
$331K +$333K +3,119 New
FIC
969
Family Investment Center
Missouri
$331K -$44K -412 -12%
BA
970
Bristlecone Advisors
Washington
$328K – – –
FPCG
971
Forum Private Client Group
Indiana
$328K +$32K +299 +11%
MPW
972
Melone Private Wealth
Michigan
$327K – – –
WF
973
Welch & Forbes
Massachusetts
$326K – – –
HTC
974
Haverford Trust Company
Pennsylvania
$326K – – –
SIG
975
Spinnaker Investment Group
California
$324K -$1.5K -14 -0.5%
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