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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
901
Essex Savings Bank
Connecticut
$466K +$35K +328 +8%
EK
902
Evensky & Katz
Florida
$466K +$462K +4,327 New
EIG
903
Ellenbecker Investment Group
Wisconsin
$459K +$1.6K +15 +0.4%
WC
904
Whitney & Co
New York
$457K +$149K +1,398 +49%
FAM
905
Frontier Asset Management
Wyoming
$456K +$1.92K +18 +0.4%
BOSSRA
906
B.O.S.S. Retirement Advisors
Utah
$456K +$9.08K +85 +2%
CFAM
907
Center For Asset Management
Florida
$456K -$6.95K -65 -2%
SRSA
908
S.R. Schill & Associates
Washington
$454K – – –
WWP
909
Waypoint Wealth Partners
California
$453K – – –
DAC
910
Dividend Assets Capital
South Carolina
$450K – – –
SWP
911
Summit Wealth Partners
Florida
$450K +$26.2K +245 +6%
EIP
912
Ellis Investment Partners
Pennsylvania
$449K +$1.92K +18 +0.4%
HGWM
913
Horst & Graben Wealth Management
Oregon
$448K +$2.03K +19 +0.5%
UFA
914
US Financial Advisors
Massachusetts
$447K +$444K +4,152 New
BBWP
915
Beacon Bridge Wealth Partners
Pennsylvania
$447K -$205K -1,921 -32%
BIA
916
Bell Investment Advisors
California
$446K +$39K +365 +10%
IFG
917
Independent Financial Group
California
$438K +$26.7K +250 +7%
SMC
918
Smith, Moore & Co
Missouri
$433K +$855 +8 +0.2%
GIA
919
Gladstone Institutional Advisory
Florida
$432K +$10.5K +98 +3%
TW
920
TrinityPoint Wealth
Connecticut
$432K +$25.2K +236 +6%
NCM
921
NCM Capital Management
New Jersey
$431K -$247K -2,316 -37%
WCM
922
Windham Capital Management
Massachusetts
$426K – – –
RWM
923
RKL Wealth Management
Pennsylvania
$424K +$1.92K +18 +0.5%
QWM
924
QP Wealth Management
New Jersey
$423K -$340K -3,180 -45%
AWM
925
Altus Wealth Management
Kentucky
$419K – – –
35 36
37
38 39