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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1226
Clearstead Trust
Maine
$168K – – –
MFC
1227
Morris Financial Concepts
South Carolina
$162K -$22.4K -210 -12%
SVCP
1228
Silicon Valley Capital Partners
California
$155K +$959 +9 +0.6%
KFS
1229
Kelly Financial Services
Massachusetts
$141K -$17.6K -165 -11%
PG
1230
Proffitt & Goodson
Tennessee
$139K – – –
CTA
1231
Colonial Trust Advisors
South Carolina
$134K -$1.49K -14 -1%
TCWA
1232
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,256 New
WOSD
1233
WFA of San Diego
California
$129K +$129K +1,215 New
DAM
1234
Delta Asset Management
Tennessee
$128K -$25.6K -240 -17%
FNWA
1235
Financial Network Wealth Advisors
Utah
$127K +$127K +1,190 New
AWM
1236
AllSquare Wealth Management
New York
$126K – – –
CIA
1237
Cape Investment Advisory
Georgia
$125K +$25.6K +240 +26%
HFM
1238
Hartford Financial Management
Connecticut
$124K – – –
NRC
1239
New Republic Capital
North Carolina
$120K -$213 -2 -0.2%
CFS
1240
CGC Financial Services
Oregon
$119K – – –
TCOV
1241
Trust Company of Vermont
Vermont
$118K -$49.1K -461 -29%
PCMC
1242
Private Capital Management (Colorado)
Colorado
$118K -$533K -5,006 -82%
ACA
1243
Atlas Capital Advisors
Wyoming
$117K – – –
DIP
1244
DT Investment Partners
Pennsylvania
$108K +$3.09K +29 +3%
RFS
1245
Richardson Financial Services
Massachusetts
$105K -$15K -141 -12%
LFA
1246
LGT Financial Advisors
Texas
$105K -$18.6K -175 -15%
GJIA
1247
Glass Jacobson Investment Advisors
Maryland
$101K +$50.6K +475 +101%
AA
1248
AlphaCentric Advisors
Puerto Rico
$98.9K +$1.17K +11 +1%
WTA
1249
Washington Trust Advisors
Massachusetts
$95.9K – – –
FFA
1250
Founders Financial Alliance
North Carolina
$95.7K -$17.8K -167 -16%
48 49
50
51 52