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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
301
Forte Asset Management
New York
$6.15M -$1.48M -13,835 -20%
BSWA
302
Bromfield Sneider Wealth Advisors
Massachusetts
$6.06M +$121K +1,128 +2%
CS
303
Comerica Securities
Michigan
$6.05M +$41.9K +392 +0.7%
BCM
304
BTC Capital Management
Iowa
$5.97M +$1.01M +9,459 +17%
SWRP
305
Summit Wealth & Retirement Planning
California
$5.97M +$876K +8,200 +17%
JJBC
306
James J. Burns & Company
New York
$5.94M +$1.95M +18,218 +49%
CFMC
307
Curbstone Financial Management Corp
New Hampshire
$5.92M -$118K -1,100 -2%
IMA
308
Investment Management Associates
Colorado
$5.89M +$227K +2,126 +4%
PFM
309
Phillips Financial Management
Indiana
$5.85M +$202K +1,889 +4%
NB
310
Nicolet Bankshares
Wisconsin
$5.84M +$4.92M +46,035 +563%
EWM
311
Empirical Wealth Management
Washington
$5.77M -$489K -4,574 -8%
BCM
312
Brookstone Capital Management
Illinois
$5.77M -$110K -1,034 -2%
ML
313
McAdam LLC
Pennsylvania
$5.66M -$3.51M -32,886 -38%
AIM
314
Acropolis Investment Management
Missouri
$5.6M +$141K +1,318 +3%
PSCM
315
Per Stirling Capital Management
Texas
$5.58M +$5.54M +51,820 New
AFG
316
Arkansas Financial Group
Arkansas
$5.57M -$10.6K -99 -0.2%
HCC
317
Hirtle Callaghan & Co
Pennsylvania
$5.51M -$10.2K -95 -0.2%
NC
318
NewSquare Capital
Pennsylvania
$5.5M -$149K -1,395 -3%
LFS
319
Lutz Financial Services
Nebraska
$5.47M -$81.3K -761 -1%
FBB
320
Fulton Breakefield Broenniman
Maryland
$5.46M -$93.8K -878 -2%
FNT
321
First National Trust
Pennsylvania
$5.46M -$195K -1,827 -3%
KWM
322
Kingsview Wealth Management
Oregon
$5.42M -$20.8K -195 -0.4%
FHA
323
First Horizon Advisors
Tennessee
$5.41M -$3.47M -32,500 -39%
SI
324
Stephens Inc
Arkansas
$5.37M +$17.6K +165 +0.3%
LBC
325
Lowe Brockenbrough & Co
Virginia
$5.36M +$30.3K +284 +0.6%
11 12
13
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