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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1001
Trustmark National Bank Trust Department
Mississippi
$302K +$298K +2,859 New
PWMAG
1002
Pinnacle Wealth Management Advisory Group
New Jersey
$301K -$71.4K -685 -19%
WC
1003
Whitney & Co
New York
$300K -$129K -1,237 -30%
FWIA
1004
Fort Washington Investment Advisors
Ohio
$299K -$19.8K -190 -6%
CFS
1005
CRA Financial Services
New Jersey
$299K -$14.1K -135 -5%
PWA
1006
Pillar Wealth Advisors
Pennsylvania
$296K +$293K +2,808 New
CWM
1007
Centurion Wealth Management
Virginia
$293K +$289K +2,775 New
FPCG
1008
Forum Private Client Group
Indiana
$293K +$14.7K +141 +5%
WIM
1009
WealthPlan Investment Management
Nebraska
$292K -$2.61K -25 -0.9%
TIM
1010
Total Investment Management
Arizona
$292K +$289K +2,770 New
WP
1011
WealthPLAN Partners
Nebraska
$292K +$284K +2,723 New
CCM
1012
Condor Capital Management
New Jersey
$292K -$33.5K -321 -10%
VWA
1013
V Wealth Advisors
Kansas
$291K – – –
SAM
1014
Summit Asset Management
Tennessee
$290K – – –
MA
1015
MBA Advisors
Pennsylvania
$289K -$190K -1,827 -40%
PFM
1016
Peak Financial Management
Massachusetts
$288K +$284K +2,725 New
RFO
1017
RiverGlades Family Offices
Florida
$288K +$284K +2,725 New
SIC
1018
Sigma Investment Counselors
Michigan
$286K +$19.8K +190 +8%
W
1019
WealthOne
New York
$282K -$314K -3,010 -53%
VVP
1020
Venture Visionary Partners
Ohio
$280K -$147K -1,414 -35%
C1AG
1021
Client 1st Advisory Group
Florida
$278K – – –
IBOK
1022
Independence Bank of Kentucky
Kentucky
$278K -$30.2K -290 -10%
MAM
1023
Milestone Asset Management
Pennsylvania
$278K +$268K +2,576 New
FAAM
1024
First Ascent Asset Management
Colorado
$277K -$643K -6,166 -70%
PWW
1025
Pettyjohn Wood & White
Virginia
$277K -$15.6K -150 -5%
39 40
41
42 43