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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
351
Guidant Wealth Advisors
Illinois
$484K -$8.36K -77 -2%
VCM
352
Vigilant Capital Management
Maine
$476K -$1.43M -13,222 -75%
WSFS
353
Wilmington Savings Fund Society
Delaware
$473K +$471K +4,341 New
GC
354
Grimes & Company
Massachusetts
$471K – – –
PCG
355
Private Capital Group
Connecticut
$467K -$215K -1,984 -32%
DAS
356
Dynamic Advisor Solutions
Arizona
$462K +$460K +4,242 New
GI
357
Gradient Investments
Minnesota
$460K -$30.5K -281 -6%
BFC
358
Blue Fin Capital
Rhode Island
$457K – – –
CA
359
Calton & Associates
Florida
$451K -$100K -924 -18%
SFWA
360
Summit Financial Wealth Advisors
Louisiana
$450K – – –
SWMG
361
Signature Wealth Management Group
Georgia
$445K -$15.8K -146 -3%
CCA
362
Checchi Capital Advisers
California
$437K +$189K +1,739 +77%
CAL
363
Capital Advisors Ltd
Ohio
$435K – – –
SMG
364
Smart Money Group
Texas
$433K +$17K +157 +4%
CWM
365
Chesapeake Wealth Management
Virginia
$431K -$28.6K -264 -6%
CCT
366
Country Club Trust
Missouri
$423K – – –
BCM
367
Brookstone Capital Management
Illinois
$416K +$414K +3,812 New
AIP
368
Ameritas Investment Partners
Nebraska
$412K +$3.36K +31 +0.8%
BAM
369
Berkshire Asset Management
Pennsylvania
$409K – – –
DBRC
370
D.B. Root & Company
Pennsylvania
$405K -$112K -1,030 -22%
IA
371
IFG Advisory
Georgia
$401K -$29.4K -271 -7%
BA
372
Bristlecone Advisors
Washington
$401K – – –
GBT
373
Grove Bank & Trust
Florida
$401K +$399K +3,677 New
JWS
374
Juncture Wealth Strategies
Arizona
$395K +$9.66K +89 +3%
CCM
375
Covington Capital Management
California
$385K -$72.2K -665 -16%
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15
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