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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
451
Hunter Associates Investment Management
Pennsylvania
$2.19M – – –
JG
452
Jefferies Group
New York
$2.19M -$81.8K -725 -3%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$2.18M -$9.18M -81,379 -80%
WFA
454
Wade Financial Advisory
California
$2.18M +$465K +4,124 +26%
HWMA
455
Heritage Wealth Management (Arizona)
Arizona
$2.17M +$2.23M +19,801 New
IA
456
IFG Advisors
Missouri
$2.17M -$8.54M -75,697 -79%
PTC
457
Philadelphia Trust Company
Pennsylvania
$2.16M – – –
LPP
458
Life Planning Partners
Florida
$2.15M -$126K -1,114 -5%
WAL
459
W Advisors LLC
Tennessee
$2.13M -$1.39M -12,323 -39%
FA
460
FC Advisory
Pennsylvania
$2.13M +$226K +2,006 +12%
AAS
461
Annex Advisory Services
Wisconsin
$2.09M +$2.15M +19,035 New
HCM
462
Hollencrest Capital Management
California
$2.09M -$199K -1,760 -8%
FFM
463
Forum Financial Management
Illinois
$2.07M +$1.64M +14,495 +330%
BG
464
Benedetti & Gucer
Georgia
$2.07M -$152K -1,344 -7%
IWP
465
Insight Wealth Partners
Texas
$2.06M -$5.03M -44,568 -70%
PA
466
Pinnacle Associates
New York
$2.05M -$98.8K -875 -4%
MCC
467
Money Concepts Capital
Florida
$2.04M +$715K +6,334 +51%
GFS
468
GYL Financial Synergies
Connecticut
$2.03M +$1.47M +13,046 +237%
WTC
469
WhitTier Trust Company
Nevada
$2.03M +$73.5K +651 +4%
RTC
470
Riverview Trust Company
Washington
$2.03M – – –
EFS
471
Econ Financial Services
Pennsylvania
$2.02M +$296K +2,624 +17%
OCG
472
Opus Capital Group
Ohio
$2.02M +$2.08M +18,455 New
FLPIM
473
F.L. Putnam Investment Management
Massachusetts
$2.02M -$234K -2,071 -10%
TWA
474
TPB Wealth Advisors
Texas
$2.02M +$321K +2,843 +18%
NL
475
NWAM LLC
Washington
$2.01M -$32.2K -285 -2%
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