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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
901
Redwood Investment Management
Arizona
$460K +$473K +4,486 New
EFG
902
Erickson Financial Group
Pennsylvania
$460K -$2.85K -27 -0.6%
OAM
903
Occidental Asset Management
California
$459K – – –
CFC
904
Client First Capital
California
$459K -$788K -7,473 -63%
CIA
905
Compass Ion Advisors
Pennsylvania
$454K +$467K +4,426 New
PFBT
906
Parkside Financial Bank & Trust
Missouri
$450K +$463K +4,385 New
SPA
907
Sentinel Pension Advisors
Massachusetts
$449K -$30.5K -289 -6%
CPG
908
Cornerstone Planning Group
New Jersey
$442K +$26.6K +252 +6%
CCM
909
Canal Capital Management
Virginia
$440K -$36.4K -345 -7%
RWM
910
RKL Wealth Management
Pennsylvania
$439K +$34.9K +331 +8%
DAC
911
Dividend Assets Capital
South Carolina
$437K – – –
FFM
912
Flagstone Financial Management
Nebraska
$435K -$76.5K -725 -15%
GM
913
GeoWealth Management
Illinois
$434K +$6.64K +63 +2%
EIP
914
Ellis Investment Partners
Pennsylvania
$433K +$2.95K +28 +0.7%
SRSA
915
S.R. Schill & Associates
Washington
$432K – – –
WWP
916
Waypoint Wealth Partners
California
$431K – – –
MA
917
MBA Advisors
Pennsylvania
$430K – – –
MCCA
918
Mill Creek Capital Advisors
Pennsylvania
$428K -$200K -1,899 -31%
GC
919
Guggenheim Capital
Illinois
$428K -$518K -4,907 -54%
NWM
920
Northwest Wealth Management
Iowa
$424K -$104K -988 -19%
GFA
921
Gallagher Fiduciary Advisors
Illinois
$422K -$121K -1,148 -22%
HBT
922
Hills Bank & Trust
Iowa
$422K +$434K +4,111 New
BG
923
Benedetti & Gucer
Georgia
$418K -$48.3K -458 -10%
SMC
924
Smith, Moore & Co
Missouri
$414K +$1.16K +11 +0.3%
PCP
925
Proficio Capital Partners
Massachusetts
$413K +$424K +4,024 New
35 36
37
38 39