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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
601
Kohmann Bosshard Financial Services
Ohio
$162K +$160K +1,432 New
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$159K -$5.71K -51 -3%
TNBTD
603
Trustmark National Bank Trust Department
Mississippi
$158K -$7.84K -70 -5%
AWM
604
AllSquare Wealth Management
New York
$155K – – –
SFC
605
SYM Financial Corp
Indiana
$155K – – –
DWM
606
Doyle Wealth Management
Florida
$142K +$141K +1,255 New
TFA
607
Toth Financial Advisory
Virginia
$139K – – –
CA
608
Crewe Advisors
Utah
$134K -$442K -3,951 -77%
TWA
609
TCI Wealth Advisors
Arizona
$133K +$112 +1 +0.1%
1IA
610
1834 Investment Advisors
Wisconsin
$113K – – –
RP
611
Rice Partnership
Hawaii
$110K +$109K +977 New
MWC
612
MKD Wealth Coaches
Michigan
$98K – – –
NSB
613
Norway Savings Bank
Maine
$90K – – –
TSW
614
Thompson Siegel & Walmsley
Virginia
$90K – – –
CCM
615
Cribstone Capital Management
Maine
$84K -$35.8K -320 -30%
SIS
616
Sound Income Strategies
Florida
$76K +$48.5K +433 +183%
DAM
617
Delta Asset Management
Tennessee
$72K +$70.9K +633 New
EIP
618
Ellis Investment Partners
Pennsylvania
$69K +$68.7K +614 New
RAM
619
Riggs Asset Management
Pennsylvania
$53K – – –
AWMS
620
Advocacy Wealth Management Services
Georgia
$50K – – –
EK
621
Evensky & Katz
Florida
$46K +$5.71K +51 +14%
EWM
622
Executive Wealth Management
Michigan
$45K +$224 +2 +0.5%
FCMT
623
Founders Capital Management (Texas)
Texas
$44K – – –
JPLA
624
Joseph P. Lucia & Associates
New York
$41K -$14.6K -130 -27%
TC
625
Truvestments Capital
Florida
$40K +$39.2K +350 New
23 24
25
26 27