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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
926
Greenup Street Wealth Management
Michigan
$349K +$348K +3,000 New
FIM
927
Freedom Investment Management
Connecticut
$345K -$14.5K -125 -4%
WFA
928
Wellspring Financial Advisors
Ohio
$345K +$30K +258 +10%
I
929
IMPACTfolio
Colorado
$345K +$344K +2,964 New
SFG
930
SevenBridge Financial Group
Pennsylvania
$342K – – –
GG
931
Gofen & Glossberg
Illinois
$341K -$177K -1,523 -34%
BF
932
BOK Financial
Oklahoma
$340K +$25.5K +220 +8%
IP
933
Intellectus Partners
California
$338K -$173K -1,491 -34%
BMCM
934
Bryn Mawr Capital Management
Pennsylvania
$338K – – –
BIA
935
Bigelow Investment Advisors
Maine
$336K +$19.2K +165 +6%
FM
936
Foster & Motley
Ohio
$335K +$2.79K +24 +0.8%
PWM
937
Penobscot Wealth Management
Maine
$334K +$5.46K +47 +2%
SFP
938
Strategic Financial Planning
Texas
$333K -$196K -1,692 -37%
GKWIM
939
Gerber Kawasaki Wealth & Investment Management
California
$331K +$331K +2,849 +56,980%
LA
940
LexAurum Advisors
Kansas
$330K +$330K +2,840 New
FWIA
941
Fort Washington Investment Advisors
Ohio
$329K – – –
AP
942
Adero Partners
California
$328K -$68.5K -590 -17%
NCM
943
Northwest Capital Management
Oregon
$327K +$335K +2,884 New
FFN
944
Focus Financial Network
Minnesota
$322K +$21.7K +187 +7%
AIM
945
Alhambra Investment Management
Florida
$321K +$320K +2,760 New
HWM
946
HB Wealth Management
Georgia
$318K +$318K +2,738 New
VCM
947
Vigilant Capital Management
Maine
$316K +$227K +1,957 +258%
RF
948
RHS Financial
California
$314K -$2.79K -24 -0.9%
SWA
949
Strategies Wealth Advisors
Michigan
$313K +$312K +2,688 New
APW
950
Aurora Private Wealth
New Jersey
$310K -$11.4K -98 -4%
36 37
38
39 40