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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
326
Vantage Investment Advisors
Pennsylvania
$435K -$23.1K -211 -5%
PMG
327
ProVise Management Group
Florida
$432K -$32.3K -295 -7%
GWM
328
Geneos Wealth Management
Colorado
$432K +$88.9K +812 +25%
TWM
329
Tanglewood Wealth Management
Texas
$432K +$437K +3,992 New
CB
330
Chemical Bank
Michigan
$426K – – –
BAM
331
Berkshire Asset Management
Pennsylvania
$406K +$54.8K +500 +15%
WS
332
Wedbush Securities
California
$392K -$419K -3,830 -51%
CIA
333
Choate Investment Advisors
Massachusetts
$386K +$391K +3,569 New
AIM
334
Acropolis Investment Management
Missouri
$386K +$391K +3,570 New
SSWM
335
Sheets Smith Wealth Management
North Carolina
$384K +$11.7K +107 +3%
GLA
336
Great Lakes Advisors
Illinois
$378K -$115K -1,050 -23%
GC
337
Grimes & Company
Massachusetts
$372K – – –
HT
338
HighTower Trust
Texas
$359K -$2.41K -22 -0.7%
HCM
339
HMS Capital Management
Tennessee
$359K +$90K +822 +33%
LWA
340
Lenox Wealth Advisors
New York
$355K -$207K -1,888 -37%
HFM
341
Hartford Financial Management
Connecticut
$354K -$123K -1,122 -26%
AWA
342
Arete Wealth Advisors
Illinois
$354K +$358K +3,271 New
PAM
343
Peak Asset Management
Colorado
$352K +$356K +3,253 New
MCM
344
MV Capital Management
Maryland
$347K -$2.19M -20,039 -86%
HFS
345
HL Financial Services
Kentucky
$347K -$233K -2,124 -40%
MCTIC
346
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$343K – – –
BHWM
347
Bar Harbor Wealth Management
New Hampshire
$329K – – –
LNC
348
Lincoln National Corp
Pennsylvania
$327K +$331K +3,026 New
WA
349
WFG Advisors
Texas
$324K +$272K +2,482 +483%
PG
350
Patten Group
Tennessee
$307K – – –
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14
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