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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
301
Garner Asset Management Corp
Texas
$766K +$250K +2,300 +48%
SP
302
Successful Portfolios
Florida
$738K +$10.9K +100 +1%
CPP
303
Crow Point Partners
Massachusetts
$730K -$686K -6,309 -48%
CA
304
Continuum Advisory
Idaho
$711K -$461K -4,242 -39%
BRWA
305
B. Riley Wealth Advisors
Florida
$711K +$61.6K +567 +9%
SIAP
306
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$710K – – –
SCC
307
Spring Creek Capital
Kansas
$704K -$83.6K -769 -11%
WWM
308
Windsor Wealth Management
Indiana
$703K -$3.48K -32 -0.5%
TC
309
Trust Company
Kansas
$702K -$64.5K -593 -8%
SSWM
310
Sheets Smith Wealth Management
North Carolina
$701K +$706K +6,491 New
ALIONA
311
Allianz Life Insurance of North America
Minnesota
$693K +$698K +6,418 New
PCM
312
Pointe Capital Management
Michigan
$692K +$48.9K +450 +8%
MHS
313
M Holdings Securities
Oregon
$683K -$83K -764 -11%
IWMA
314
Ironwood Wealth Management (Arizona)
Arizona
$681K -$81.7K -752 -11%
ASN
315
Advisory Services Network
Georgia
$681K -$6.3K -58 -0.9%
CCP
316
Corient Capital Partners
California
$668K – – –
NWM
317
Northwest Wealth Management
Iowa
$660K -$30.1K -277 -4%
LFG
318
LifePlan Financial Group
Ohio
$654K +$3.8K +35 +0.6%
TL
319
TrueWealth LLC
Georgia
$652K -$158K -1,454 -19%
NEAM
320
New England Asset Management
Connecticut
$648K – – –
PP
321
Palladium Partners
Virginia
$647K +$84K +773 +15%
SWM
322
SeaCrest Wealth Management
New York
$641K +$645K +5,934 New
ANB
323
Amarillo National Bank
Texas
$635K +$365K +3,358 +133%
RW
324
Rand Wealth
Maryland
$626K -$37.5K -345 -6%
WT
325
Whittier Trust
California
$622K – – –
11 12
13
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