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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
876
Harvey Capital Management
Florida
$502K – – –
BAG
877
Briggs Advisory Group
Rhode Island
$496K -$20K -190 -4%
BOSSRA
878
B.O.S.S. Retirement Advisors
Utah
$495K +$12.2K +116 +2%
DBT
879
Dubuque Bank & Trust
Iowa
$495K +$509K +4,824 New
TAM
880
Titleist Asset Management
Texas
$493K -$11.4K -108 -2%
AFG
881
Altiora Financial Group
Ohio
$492K – – –
CWM
882
Certus Wealth Management
California
$491K -$647K -6,137 -56%
MWM
883
Merriman Wealth Management
Washington
$489K +$105 +1 +0%
COCM
884
Charter Oak Capital Management
New Hampshire
$485K -$350K -3,321 -41%
GWCM
885
Godshalk Welsh Capital Management
Pennsylvania
$485K +$52.7K +500 +12%
OIS
886
Okabena Investment Services
Minnesota
$480K – – –
VWA
887
VERITY Wealth Advisors
United States
$477K +$3.27K +31 +0.7%
ECM
888
Exchange Capital Management
Michigan
$476K +$225K +2,137 +85%
FFA
889
Fi3 Financial Advisors
Indiana
$475K – – –
AFP
890
Alpha Financial Partners
Kentucky
$475K +$488K +4,631 New
MPPLM
891
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$472K -$15.5K -147 -3%
AP
892
Americana Partners
Texas
$472K +$486K +4,603 New
GAM
893
Gould Asset Management
California
$471K +$96.5K +915 +25%
CRG
894
Cornerstone Retirement Group
Nevada
$468K +$481K +4,562 New
EIG
895
Ellenbecker Investment Group
Wisconsin
$467K +$67.2K +637 +16%
PFT
896
Providence First Trust
Arizona
$467K – – –
PCH
897
PGIM Custom Harvest
New Jersey
$462K +$475K +4,502 New
OIA
898
Optimum Investment Advisors
Illinois
$461K – – –
KIC
899
Kensington Investment Counsel
California
$461K +$474K +4,498 New
SIM
900
Stratos Investment Management
Ohio
$460K +$844 +8 +0.2%
34 35
36
37 38