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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
251
Pinnacle Family Advisors
Missouri
$1.91M +$1.88M +17,182 New
RPGK
252
Retirement Planning Group (Kansas)
Kansas
$1.91M +$76K +693 +4%
KFA
253
Kays Financial Advisory
Georgia
$1.9M -$977K -8,910 -34%
EA
254
Evergreen Advisors
Tennessee
$1.9M +$54.6K +498 +3%
CG
255
Colony Group
Massachusetts
$1.87M +$61.7K +563 +3%
CIM
256
Confluence Investment Management
Missouri
$1.86M -$2.68M -24,398 -59%
ST
257
Spinnaker Trust
Maine
$1.84M – – –
OAM
258
Occidental Asset Management
California
$1.82M +$20.2K +184 +1%
AA
259
Alesco Advisors
New York
$1.79M -$80.1K -730 -4%
AWA
260
Arete Wealth Advisors
Illinois
$1.78M +$716K +6,526 +68%
CS
261
Comerica Securities
Michigan
$1.77M +$489K +4,457 +39%
CM
262
Columbus Macro
Pennsylvania
$1.72M +$36.7K +335 +2%
RWP
263
RWA Wealth Partners
Massachusetts
$1.72M -$601K -5,483 -26%
AWM
264
Apollon Wealth Management
South Carolina
$1.7M +$161K +1,467 +11%
PA
265
Parallel Advisors
California
$1.68M +$775K +7,070 +88%
PPP
266
Private Portfolio Partners
New Jersey
$1.66M – – –
SVWA
267
Sound View Wealth Advisors
Georgia
$1.65M +$658K +6,000 +68%
VA
268
Valmark Advisers
Ohio
$1.65M +$225K +2,054 +16%
KL
269
KWMG LLC
Kansas
$1.65M -$11.8K -108 -0.7%
APCM
270
Alaska Permanent Capital Management
Alaska
$1.63M +$1.61M +14,652 New
MWM
271
Merriman Wealth Management
Washington
$1.59M -$260K -2,371 -14%
RCAG
272
Rehmann Capital Advisory Group
Michigan
$1.59M +$1.57M +14,333 New
DSC
273
Duncker Streett & Co
Missouri
$1.58M +$387K +3,530 +33%
BOTW
274
Bank of the West
California
$1.58M -$420K -3,834 -21%
PP
275
PDS Planning
Ohio
$1.51M +$340K +3,096 +29%
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