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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
576
Gradient Investments
Minnesota
$450K -$18K -158 -4%
VC
577
Voit & Company
Wisconsin
$444K -$63.4K -555 -12%
RFA
578
Reilly Financial Advisors
California
$442K +$34.2K +300 +8%
MWM
579
Meridian Wealth Management
Kentucky
$439K – – –
GWM
580
Gray Wealth Management
Maine
$430K +$435K +3,814 New
CFB
581
Cullen/Frost Bankers
Texas
$426K -$127K -1,112 -23%
ATC
582
Argent Trust Co
Tennessee
$424K – – –
C1AG
583
Client 1st Advisory Group
Florida
$422K +$426K +3,733 New
DWT
584
Dorsey & Whitney Trust
South Dakota
$421K +$111K +970 +35%
BCM
585
Brasada Capital Management
Texas
$419K +$35.8K +314 +9%
BCM
586
Brookstone Capital Management
Illinois
$410K -$274K -2,404 -40%
WSFS
587
Wilmington Savings Fund Society
Delaware
$404K -$182K -1,592 -31%
FFA
588
Fragasso Financial Advisors
Pennsylvania
$404K +$1.48K +13 +0.4%
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$402K +$84K +736 +26%
GIA
590
Gladstone Institutional Advisory
Florida
$402K +$102K +895 +34%
SIC
591
Salem Investment Counselors
North Carolina
$400K – – –
GPA
592
Guidance Point Advisors
Massachusetts
$399K +$51K +447 +14%
IP
593
Investment Partners
Ohio
$398K – – –
HPWM
594
Highland Private Wealth Management
Washington
$398K +$29.7K +260 +8%
WI
595
Wintrust Investments
Illinois
$392K +$396K +3,469 New
BWP
596
Bernardo Wealth Planning
Pennsylvania
$392K +$397K +3,476 New
AM
597
Atwater Malick
Pennsylvania
$389K – – –
SC
598
Stratford Consulting
Texas
$389K +$342K +2,997 +675%
BL
599
Balentine LLC
Georgia
$387K -$58.2K -510 -13%
AIM
600
Acropolis Investment Management
Missouri
$387K +$49.3K +432 +14%
22 23
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