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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
451
Global Retirement Partners
California
$3.92M -$843K -7,846 -18%
AF
452
Advisornet Financial
Minnesota
$3.91M -$56.2K -523 -1%
FAT
453
First American Trust
California
$3.9M +$134K +1,251 +4%
BWP
454
BSW Wealth Partners
Colorado
$3.89M +$3.41M +31,761 +663%
GBT
455
Grove Bank & Trust
Florida
$3.88M +$556K +5,179 +17%
DLCIG
456
D.L. Carlson Investment Group
New Hampshire
$3.86M -$769K -7,162 -17%
TIA
457
Traphagen Investment Advisors
New Jersey
$3.84M -$545K -5,074 -12%
SF
458
Symphony Financial
Texas
$3.83M +$1.09M +10,150 +39%
BFG
459
Bleakley Financial Group
New Jersey
$3.79M -$125K -1,159 -3%
PIFP
460
Partners in Financial Planning
Virginia
$3.78M +$72.6K +676 +2%
BGWM
461
Bridge Generations Wealth Management
Florida
$3.78M +$3.81M +35,495 New
CAWM
462
Capital Advisors Wealth Management
Washington
$3.78M -$195K -1,817 -5%
IWS
463
Insight Wealth Strategies
California
$3.73M -$388K -3,608 -9%
MMA
464
Miracle Mile Advisors
California
$3.73M +$307K +2,854 +9%
MBT
465
Montecito Bank & Trust
California
$3.7M -$843K -7,850 -18%
SIA
466
Schechter Investment Advisors
Michigan
$3.7M +$692K +6,438 +23%
LA
467
Lifeworks Advisors
Michigan
$3.68M -$108K -1,009 -3%
LPP
468
Life Planning Partners
Florida
$3.68M -$100K -932 -3%
MWC
469
MKD Wealth Coaches
Michigan
$3.66M +$3.69M +34,391 New
WIC
470
Whitegate Investment Counselors
New Hampshire
$3.63M -$350K -3,255 -9%
DE
471
Diversified Enterprises
Delaware
$3.57M +$383K +3,569 +12%
FI
472
Financial Insights
Washington
$3.57M -$70.7K -658 -2%
IMA
473
Investment Management Associates
Colorado
$3.54M – – –
WTC
474
WhitTier Trust Company
Nevada
$3.52M -$16.1K -150 -0.5%
BCM
475
Becker Capital Management
Oregon
$3.51M – – –
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19
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