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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
976
Bristlecone Advisors
Washington
$331K – – –
SIA
977
Strategic Investment Advisors
Michigan
$330K +$49.2K +460 +18%
WF
978
Welch & Forbes
Massachusetts
$329K – – –
FCA
979
FLC Capital Advisors
California
$329K -$248K -2,317 -43%
HTC
980
Haverford Trust Company
Pennsylvania
$329K -$8.01K -75 -2%
SIG
981
Spinnaker Investment Group
California
$328K -$47.2K -442 -13%
CCA
982
Conservest Capital Advisors
Pennsylvania
$324K +$322K +3,010 New
GWCM
983
Godshalk Welsh Capital Management
Pennsylvania
$323K +$321K +3,000 New
GKIM
984
GW&K Investment Management
Massachusetts
$323K -$2.54M -23,750 -89%
CIC
985
Carnegie Investment Counsel
Ohio
$322K -$7.59K -71 -2%
IIC
986
Ironwood Investment Counsel
Arizona
$322K -$63.4K -593 -17%
SFFS
987
Stonehage Fleming Financial Services
Jersey
$322K +$151K +1,410 +89%
PWLP
988
Prio Wealth Limited Partnership
Massachusetts
$320K +$317K +2,969 New
VVP
989
Venture Visionary Partners
Ohio
$315K +$28.7K +269 +10%
IA
990
Insight Advisors
Pennsylvania
$314K – – –
PWM
991
PBMares Wealth Management
Virginia
$311K – – –
CW
992
Channel Wealth
California
$310K +$308K +2,881 New
QPWM
993
Quadrant Private Wealth Management
Pennsylvania
$309K -$38.3K -358 -11%
GWM
994
Gray Wealth Management
Maine
$309K -$68.4K -640 -18%
BP
995
BBR Partners
New York
$309K – – –
TNBTD
996
Trustmark National Bank Trust Department
Mississippi
$308K – – –
LMKC
997
L.M. Kohn & Company
Ohio
$307K -$50.8K -475 -14%
APC
998
Aspire Private Capital
North Carolina
$306K +$42.4K +397 +16%
FWIA
999
Fort Washington Investment Advisors
Ohio
$306K – – –
PFM
1000
Peak Financial Management
Massachusetts
$303K +$9.4K +88 +3%
38 39
40
41 42