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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
351
Boltwood Capital Management
California
$312K +$312K +2,835 New
EGA
352
Eagle Global Advisors
Texas
$311K +$310K +2,822 New
MCTIC
353
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$308K – – –
PG
354
Patten Group
Tennessee
$304K – – –
ANB
355
Amarillo National Bank
Texas
$304K +$303K +2,759 New
PCM
356
Pointe Capital Management
Michigan
$303K +$16.4K +149 +6%
GIM
357
Greenwich Investment Management
Connecticut
$303K +$303K +2,752 New
NA
358
Nottingham Advisors
New York
$298K – – –
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$288K – – –
KWM
360
Kingsview Wealth Management
Oregon
$283K -$13.2K -120 -4%
STMM
361
South Texas Money Management
Texas
$283K +$282K +2,569 New
SCM
362
Sterneck Capital Management
Missouri
$275K – – –
SFA
363
Stewardship Financial Advisors
Georgia
$275K +$275K +2,500 New
CAS
364
Cue Advisory Services
Arizona
$273K -$12.6K -115 -4%
SFPM
365
Sensible Financial Planning & Management
Massachusetts
$270K +$220 +2 +0.1%
RA
366
RFG Advisory
Alabama
$264K – – –
ECAM
367
East Coast Asset Management
Massachusetts
$260K – – –
CFD
368
Creative Financial Designs
Indiana
$258K +$17.3K +157 +7%
CWM
369
CMH Wealth Management
New Hampshire
$257K -$12.1K -110 -4%
SAM
370
Shikiar Asset Management
New York
$257K +$257K +2,338 New
BL
371
Balentine LLC
Georgia
$255K -$1.65K -15 -0.6%
TCOV
372
Trust Company of Vermont
Vermont
$252K – – –
DAS
373
Dynamic Advisor Solutions
Arizona
$249K +$249K +2,264 New
WB
374
WesBanco Bank
West Virginia
$248K – – –
4IG
375
440 Investment Group
Kansas
$246K – – –
13 14
15
16 17