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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
226
LifePlan Financial Group
Ohio
$826K +$12.8K +114 +2%
CG
227
Caprock Group
Idaho
$802K +$792K +7,039 New
IFA
228
Interactive Financial Advisors
Illinois
$779K -$5.65M -50,188 -88%
VFA
229
Voya Financial Advisors
Connecticut
$774K +$29.6K +263 +4%
PAS
230
Park Avenue Securities
New York
$766K +$758K +6,734 New
CDIA
231
Capital Directions Investment Advisors
Georgia
$760K -$16K -142 -2%
NCMW
232
Northern Capital Management (Wisconsin)
Wisconsin
$746K – – –
OIA
233
Optimum Investment Advisors
Illinois
$734K +$91.3K +811 +14%
GI
234
Gradient Investments
Minnesota
$721K +$261K +2,319 +58%
NIA
235
Northstar Investment Advisors
Colorado
$717K – – –
SYBT
236
Stock Yards Bank & Trust
Kentucky
$712K +$703K +6,248 New
CCP
237
Clough Capital Partners
Massachusetts
$706K +$698K +6,200 New
RJT
238
Raymond James Trust
Florida
$695K +$389K +3,458 +131%
ATC
239
Argent Trust Co
Tennessee
$677K – – –
HFS
240
HL Financial Services
Kentucky
$662K +$15.3K +136 +2%
WA
241
Winfield Associates
Ohio
$647K -$25.9K -230 -4%
EAM
242
Evanson Asset Management
California
$641K – – –
BC
243
Bartlett & Co
Ohio
$629K +$137K +1,215 +28%
WP
244
WMS Partners
Maryland
$626K +$29.3K +260 +5%
BSWMG
245
Barrington Strategic Wealth Management Group
Illinois
$624K +$90K +800 +17%
CT
246
Cambridge Trust
Massachusetts
$602K +$594K +5,280 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$598K +$591K +5,253 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$589K – – –
CAL
249
Capital Advisors Ltd
Ohio
$587K +$61K +542 +12%
LWA
250
Lenox Wealth Advisors
New York
$586K -$71.1K -632 -11%
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