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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
251
Grove Bank & Trust
Florida
$7.04M -$1.56M -14,585 -18%
FFS
252
Founders Financial Securities
Maryland
$6.96M +$5.44M +50,944 +353%
HI
253
Horizon Investments
North Carolina
$6.92M +$5.45M +51,047 +359%
WP
254
WealthShield Partners
North Carolina
$6.88M -$61.3K -574 -0.9%
TIM
255
Tortoise Investment Management
New York
$6.84M +$709K +6,648 +12%
SC
256
Slow Capital
California
$6.5M -$638K -5,974 -9%
SFMG
257
Sage Financial Management Group
Virginia
$6.41M +$6.43M +60,283 New
AWA
258
Aquire Wealth Advisors
Utah
$6.37M +$61.6K +577 +1%
FBB
259
Fulton Breakefield Broenniman
Maryland
$6.34M -$39.1K -366 -0.6%
LRIA
260
Leonard Rickey Investment Advisors
Washington
$6.32M -$264K -2,477 -4%
RA
261
RFG Advisory
Alabama
$6.12M +$2.11M +19,809 +54%
PP
262
PDS Planning
Ohio
$6.12M -$2.48M -23,234 -29%
NC
263
NewSquare Capital
Pennsylvania
$6.12M -$189K -1,770 -3%
PCM
264
Passive Capital Management
Maryland
$6.02M +$23.4K +219 +0.4%
CFGS
265
Concourse Financial Group Securities
Alabama
$5.99M -$736K -6,895 -9%
AI
266
Atria Investments
North Carolina
$5.99M -$3.95M -37,008 -40%
ZF
267
Zhang Financial
Michigan
$5.9M +$2.02M +18,941 +52%
PO
268
Private Ocean
California
$5.88M +$5.9M +55,288 New
GW
269
GW & Wade
Massachusetts
$5.82M +$5.09M +47,703 +680%
OAP
270
One Advisory Partners
Kansas
$5.77M -$1.22M -11,399 -17%
CIM
271
Confluence Investment Management
Missouri
$5.74M +$1.07M +10,019 +23%
SPF
272
Steven Patrick Farmer
$5.74M +$5.75M +53,922 New
IMA
273
Investment Management Associates
Colorado
$5.71M – – –
SWRP
274
Summit Wealth & Retirement Planning
California
$5.7M -$284K -2,662 -5%
ML
275
McAdam LLC
Pennsylvania
$5.64M -$980K -9,186 -15%
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11
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