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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
951
Heritage Financial Services
Massachusetts
$563K +$542K +5,190 New
GI
952
GLOBALT Investments
Georgia
$562K +$541K +5,180 New
NS
953
NBC Securities
Alabama
$554K -$53.3K -510 -9%
HR
954
Hardy Reed
Mississippi
$553K +$533K +5,100 New
9WM
955
9258 Wealth Management
Ohio
$551K -$93.6K -896 -15%
UAG
956
United Advisor Group
Ohio
$551K +$530K +5,074 New
LF
957
Lee Financial
Texas
$548K +$523K +5,000 +9,091%
APWM
958
Argonautica Private Wealth Management
Massachusetts
$548K – – –
CAMV
959
Concord Asset Management (Virginia)
Virginia
$546K -$216K -2,063 -29%
BOSSRA
960
B.O.S.S. Retirement Advisors
Utah
$545K +$20.4K +195 +4%
CB
961
Centennial Bank
Arkansas
$542K +$523K +5,000 New
HFAS
962
Hummer Financial Advisory Services
Illinois
$542K – – –
MMG
963
Monetary Management Group
Missouri
$542K – – –
MLM
964
Mount Lucas Management
Pennsylvania
$541K +$291K +2,789 +127%
AWM
965
Aries Wealth Management
Maine
$540K – – –
GWCM
966
Godshalk Welsh Capital Management
Pennsylvania
$539K +$26.1K +250 +5%
RIM
967
Redwood Investment Management
Arizona
$539K +$51.2K +490 +11%
TAM
968
TCP Asset Management
Ohio
$537K +$1.99K +19 +0.4%
EWA
969
Evolution Wealth Advisors
Florida
$536K – – –
I
970
INVST
Indiana
$535K +$144K +1,380 +39%
GAA
971
Guardian Asset Advisors
Pennsylvania
$530K +$510K +4,885 New
MIM
972
Macroview Investment Management
Maryland
$527K -$317K -3,038 -38%
TAM
973
Titleist Asset Management
Texas
$521K – – –
PFBT
974
Parkside Financial Bank & Trust
Missouri
$521K +$44.3K +424 +10%
CA
975
Cumberland Advisors
Florida
$516K +$109K +1,040 +28%
37 38
39
40 41