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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Benchmark Wealth Management
Connecticut
$694K -$180K -1,582 -21%
PA
527
Procyon Advisors
Connecticut
$689K +$113K +997 +20%
KP
528
Keel Point
Alabama
$687K -$187K -1,647 -22%
SP
529
Successful Portfolios
Florida
$686K -$148K -1,300 -18%
RFN
530
RDA Financial Network
Iowa
$682K -$41.8K -368 -6%
BCM
531
Boltwood Capital Management
California
$681K +$79.5K +700 +13%
LFG
532
LifePlan Financial Group
Ohio
$679K -$19.2K -169 -3%
PGAM
533
Princeton Global Asset Management
New Jersey
$669K +$338K +2,975 +105%
MSL
534
Mackay Shields LLC
New York
$666K +$2.27K +20 +0.3%
TAM
535
Todd Asset Management
Kentucky
$659K – – –
RVPG
536
Relative Value Partners Group
$656K -$1.32M -11,660 -67%
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$643K +$77.4K +682 +14%
MFS
538
McNamara Financial Services
Massachusetts
$642K -$7.15K -63 -1%
NL
539
NWAM LLC
Washington
$638K +$628K +5,531 New
CFB
540
Cullen/Frost Bankers
Texas
$636K +$198K +1,742 +46%
SMG
541
Spectrum Management Group
Indiana
$629K +$619K +5,450 New
HR
542
Hayden Royal
North Carolina
$626K -$565K -4,973 -48%
KFP
543
KMG Fiduciary Partners
Ohio
$624K +$614K +5,410 New
AWMS
544
Advocacy Wealth Management Services
Georgia
$621K – – –
CCA
545
Checchi Capital Advisers
California
$614K – – –
NGA
546
Naples Global Advisors
Florida
$613K +$69.8K +615 +13%
RIM
547
Rockbridge Investment Management
New York
$607K +$597K +5,259 New
GT
548
Glenview Trust
Kentucky
$592K +$126K +1,113 +28%
TPCW
549
TD Private Client Wealth
New York
$589K +$404K +3,561 +231%
CBFP
550
Cedar Brook Financial Partners
Ohio
$588K +$31.3K +276 +6%
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