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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1176
Clifford Swan Investment Counsel
California
– -$373K -3,506 Closed
NLP
1177
Next Level Private
New York
– -$370K -3,480 Closed
UWM
1178
USAdvisors Wealth Management
Minnesota
– -$362K -3,399 Closed
FNBT
1179
FineMark National Bank & Trust
Florida
– -$341K -3,204 Closed
SAM
1180
Strategy Asset Managers
California
– -$339K -3,183 Closed
CIA
1181
Caerus Investment Advisors
Texas
– -$331K -3,116 Closed
SFP
1182
Sterling Financial Planning
New Jersey
– -$325K -3,054 Closed
MAM
1183
Madison Asset Management
Wisconsin
– -$318K -2,989 Closed
TCBWMS
1184
Texas Capital Bank Wealth Management Services
Texas
– -$306K -2,880 Closed
FA
1185
Fermata Advisors
California
– -$304K -2,862 Closed
MP
1186
McDonald Partners
Ohio
– -$286K -2,690 Closed
VIA
1187
Vident Investment Advisory
Georgia
– -$282K -2,650 Closed
WW
1188
Westshore Wealth
California
– -$271K -2,550 Closed
FWM
1189
FSA Wealth Management
Massachusetts
– -$259K -2,431 Closed
SPFA
1190
Summit Place Financial Advisors
New Jersey
– -$258K -2,430 Closed
SNB
1191
Security National Bank
Nebraska
– -$258K -2,428 Closed
RWM
1192
Ritholtz Wealth Management
New York
– -$255K -2,398 Closed
ACI
1193
Alpha Cubed Investments
California
– -$250K -2,348 Closed
TRIA
1194
Trail Ridge Investment Advisors
Colorado
– -$247K -2,326 Closed
RWA
1195
River Wealth Advisors
Pennsylvania
– -$247K -2,323 Closed
KOC
1196
Koss-Olinger Consulting
Florida
– -$245K -2,300 Closed
MFG
1197
Magnus Financial Group
New York
– -$243K -2,283 Closed
RTS
1198
Round Table Services
New Jersey
– -$242K -2,277 Closed
BCA
1199
Bay Colony Advisors
Massachusetts
– -$239K -2,204 Closed
JIP
1200
Jaffetilchin Investment Partners
Florida
– -$229K -2,156 Closed
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48
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