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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
926
BOK Financial Private Wealth
Colorado
$352K +$351K +3,024 New
OFG
927
Orcam Financial Group
California
$350K +$350K +3,013 New
GSWM
928
Greenup Street Wealth Management
Michigan
$349K +$348K +3,000 New
FIM
929
Freedom Investment Management
Connecticut
$345K -$14.5K -125 -4%
WFA
930
Wellspring Financial Advisors
Ohio
$345K +$30K +258 +10%
I
931
IMPACTfolio
Colorado
$345K +$344K +2,964 New
SFG
932
SevenBridge Financial Group
Pennsylvania
$342K – – –
GG
933
Gofen & Glossberg
Illinois
$341K -$177K -1,523 -34%
BF
934
BOK Financial
Oklahoma
$340K +$25.5K +220 +8%
IP
935
Intellectus Partners
California
$338K -$173K -1,491 -34%
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$338K – – –
BIA
937
Bigelow Investment Advisors
Maine
$336K +$19.2K +165 +6%
FM
938
Foster & Motley
Ohio
$335K +$2.79K +24 +0.8%
PWM
939
Penobscot Wealth Management
Maine
$334K +$5.46K +47 +2%
SFP
940
Strategic Financial Planning
Texas
$333K -$196K -1,692 -37%
GKWIM
941
Gerber Kawasaki Wealth & Investment Management
California
$331K +$331K +2,849 +56,980%
LA
942
LexAurum Advisors
Kansas
$330K +$330K +2,840 New
FWIA
943
Fort Washington Investment Advisors
Ohio
$329K – – –
AP
944
Adero Partners
California
$328K -$68.5K -590 -17%
NCM
945
Northwest Capital Management
Oregon
$327K +$335K +2,884 New
FFN
946
Focus Financial Network
Minnesota
$322K +$21.7K +187 +7%
AIM
947
Alhambra Investment Management
Florida
$321K +$320K +2,760 New
HWM
948
HB Wealth Management
Georgia
$318K +$318K +2,738 New
VCM
949
Vigilant Capital Management
Maine
$316K +$227K +1,957 +258%
RF
950
RHS Financial
California
$314K -$2.79K -24 -0.9%
36 37
38
39 40