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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Perigon Wealth Management
California
$470K +$26.8K +244 +6%
NC
202
NewSquare Capital
Pennsylvania
$462K -$256K -2,326 -36%
AB
203
AT Bancorp
Iowa
$447K +$93.4K +850 +27%
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$444K – – –
BSWMG
205
Barrington Strategic Wealth Management Group
Illinois
$441K +$440K +4,000 New
KL
206
KWMG LLC
Kansas
$432K +$429K +3,902 New
JCM
207
Jag Capital Management
Missouri
$429K +$427K +3,885 New
AIA
208
Alerus Investment Advisors
Minnesota
$427K – – –
KA
209
Klingman & Associates
New York
$396K +$395K +3,597 New
BSW
210
Buckingham Strategic Wealth
Missouri
$390K +$67.7K +616 +21%
MBT
211
Monroe Bank & Trust
Michigan
$389K +$165K +1,500 +74%
APCM
212
Alaska Permanent Capital Management
Alaska
$388K -$4.71M -42,844 -92%
IH
213
IFC Holdings
Florida
$385K – – –
DC
214
Davenport & Co
Virginia
$371K +$110K +1,000 +42%
UBWV
215
United Bank (West Virginia)
West Virginia
$371K -$69.1K -629 -16%
BA
216
Boston Advisors
Massachusetts
$364K +$55K +500 +18%
BAM
217
Berkshire Asset Management
Pennsylvania
$359K -$55K -500 -13%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$351K – – –
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$349K -$14.8K -135 -4%
WP
220
WMS Partners
Maryland
$347K – – –
1GA
221
1st Global Advisors
Texas
$337K +$87.9K +800 +35%
CWM
222
Concert Wealth Management
California
$335K +$334K +3,036 New
CS
223
Comerica Securities
Michigan
$333K +$38.4K +349 +13%
CPO
224
Cerity Partners OCIO
New York
$330K +$1.21K +11 +0.4%
FA
225
FCG Advisors
New Jersey
$328K +$327K +2,973 New
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9
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