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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
501
TrueWealth LLC
Georgia
$688K – – –
FFN
502
Focus Financial Network
Minnesota
$688K +$694K +6,084 New
PMG
503
ProVise Management Group
Florida
$687K -$393K -3,446 -36%
WIA
504
World Investment Advisors
California
$685K +$2.4K +21 +0.3%
GWM
505
Geneos Wealth Management
Colorado
$684K -$27.3K -239 -4%
LFG
506
LifePlan Financial Group
Ohio
$684K +$28.9K +253 +4%
SS
507
Sunbelt Securities
Texas
$677K +$686K +6,014 New
BWA
508
Beam Wealth Advisors
Louisiana
$662K -$1.02M -8,949 -60%
FHA
509
Flagship Harbor Advisors
Massachusetts
$653K +$99.9K +875 +18%
MSL
510
Mackay Shields LLC
New York
$649K +$656K +5,747 New
TAM
511
Todd Asset Management
Kentucky
$647K – – –
LFS
512
Legacy Financial Strategies
Kansas
$641K -$13K -114 -2%
UR
513
USCA RIA
Texas
$640K -$233K -2,040 -26%
MFS
514
McNamara Financial Services
Massachusetts
$636K +$36.3K +318 +6%
APW
515
Aurora Private Wealth
New Jersey
$627K +$226K +1,976 +55%
GC
516
Guggenheim Capital
Illinois
$625K -$506K -4,431 -44%
WFA
517
Wade Financial Advisory
California
$621K -$598K -5,235 -49%
CCM
518
Covington Capital Management
California
$618K +$62.8K +550 +11%
MAS
519
Managed Account Services
Florida
$611K -$777K -6,804 -55%
GVAG
520
Great Valley Advisor Group
Delaware
$611K +$287K +2,512 +87%
CCA
521
Checchi Capital Advisers
California
$602K -$2.85K -25 -0.5%
CCA
522
Column Capital Advisors
Indiana
$599K +$542K +4,747 +863%
CCT
523
Country Club Trust
Missouri
$595K +$110K +965 +23%
MFG
524
Merit Financial Group
Georgia
$595K +$171K +1,494 +40%
AWMS
525
Advocacy Wealth Management Services
Georgia
$593K – – –
19 20
21
22 23