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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
276
Crestone Asset Management
Colorado
$717K – – –
NCMW
277
Northern Capital Management (Wisconsin)
Wisconsin
$714K – – –
MAS
278
Managed Account Services
Florida
$709K +$64.6K +596 +10%
WIM
279
Westside Investment Management
California
$703K +$169K +1,557 +32%
FA
280
FDx Advisors
Illinois
$684K -$294K -2,713 -30%
CAL
281
Capital Advisors Ltd
Ohio
$673K -$6.07K -56 -0.9%
BC
282
Bartlett & Co
Ohio
$666K – – –
SWA
283
Sutton Wealth Advisors
Florida
$655K +$19.6K +181 +3%
GT
284
Glenview Trust
Kentucky
$634K -$16.7K -154 -3%
CS
285
Comerica Securities
Michigan
$629K +$14.6K +135 +2%
WS
286
Wedbush Securities
California
$625K +$229K +2,110 +58%
PSUF
287
People's United Financial
Connecticut
$618K -$141K -1,303 -19%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$616K +$599K +5,523 +4,122%
SFS
289
Sowell Financial Services
Arkansas
$615K -$25.7K -237 -4%
PTC
290
Philadelphia Trust Company
Pennsylvania
$607K -$387K -3,568 -39%
JWS
291
Juncture Wealth Strategies
Arizona
$602K +$11.5K +106 +2%
JIC
292
Johnson Investment Counsel
Ohio
$602K +$599K +5,528 New
FI
293
FormulaFolio Investments
Michigan
$585K -$125K -1,149 -18%
CCMG
294
Clark Capital Management Group
Pennsylvania
$582K +$579K +5,345 New
NWM
295
Northwest Wealth Management
Iowa
$576K -$149K -1,370 -21%
WP
296
WMS Partners
Maryland
$570K – – –
CFA
297
Carroll Financial Associates
North Carolina
$566K -$125K -1,154 -18%
ATC
298
Argent Trust Co
Tennessee
$564K -$110K -1,016 -16%
CFS
299
Commonwealth Financial Services
West Virginia
$549K – – –
CCT
300
Country Club Trust
Missouri
$543K +$540K +4,985 New
10 11
12
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