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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
351
Questar Asset Management
Minnesota
$809K +$798K +7,417 New
RRWA
352
Rainey & Randall Wealth Advisors
Florida
$805K +$646 +6 +0.1%
PFT
353
Providence First Trust
Arizona
$802K – – –
FIM
354
Freedom Investment Management
Connecticut
$801K -$777K -7,223 -50%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$798K +$788K +7,324 New
CA
356
Calton & Associates
Florida
$792K +$346K +3,215 +79%
AFC
357
AFT Forsyth & Company
Florida
$775K – – –
W
358
WealthOne
New York
$774K +$763K +7,095 New
SFS
359
Sowell Financial Services
Arkansas
$774K +$764K +7,100 New
NC
360
NewSquare Capital
Pennsylvania
$767K -$102K -945 -12%
BSW
361
Buckingham Strategic Wealth
Missouri
$739K -$69.1K -642 -9%
NS
362
NewDay Solutions
New Hampshire
$736K +$726K +6,749 New
AQA
363
Alpha Quant Advisors
Texas
$736K +$726K +6,750 New
GAMC
364
Garner Asset Management Corp
Texas
$731K -$43K -400 -6%
LFG
365
LifePlan Financial Group
Ohio
$722K +$61.3K +570 +9%
ODG
366
O'Dell Group
Ohio
$720K -$53.2K -494 -7%
WT
367
Whittier Trust
California
$718K +$88.1K +819 +14%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$716K – – –
WWM
369
Windsor Wealth Management
Indiana
$710K – – –
FWM
370
FFT Wealth Management
Pennsylvania
$706K -$404K -3,752 -37%
CWM
371
Calamos Wealth Management
Illinois
$706K +$697K +6,475 New
MHS
372
M Holdings Securities
Oregon
$702K +$11.8K +110 +2%
SWM
373
SeaCrest Wealth Management
New York
$696K +$48.3K +449 +8%
SP
374
Successful Portfolios
Florida
$695K -$49.5K -460 -7%
PWPS
375
Pinnacle Wealth Planning Services
Ohio
$680K +$671K +6,239 New
13 14
15
16 17