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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1026
Montecito Bank & Trust
California
$664K +$21K +195 +3%
PAA
1027
Peregrine Asset Advisers
Oregon
$662K – – –
GWS
1028
Greykasell Wealth Strategies
California
$660K – – –
KBFS
1029
Kohmann Bosshard Financial Services
Ohio
$659K -$25.1K -233 -4%
TCM
1030
Tassel Capital Management
North Carolina
$656K – – –
AWS
1031
Aspen Wealth Strategies
Colorado
$653K +$26.9K +250 +4%
GAG
1032
Goodman Advisory Group
Massachusetts
$651K – – –
OWP
1033
Obermeyer Wealth Partners
Colorado
$651K +$10.3K +96 +2%
SMC
1034
Smith, Moore & Co
Missouri
$651K -$47.6K -443 -7%
HWA
1035
Heritage Wealth Advisors
Virginia
$649K +$49.9K +464 +8%
BIM
1036
Breakwater Investment Management
Washington
$647K -$235K -2,183 -26%
STA
1037
Smith Thornton Advisors
Alabama
$647K – – –
WWM
1038
Wiser Wealth Management
Georgia
$643K +$18.4K +171 +3%
KCWM
1039
Kane Co Wealth Management
Iowa
$642K +$145K +1,350 +29%
VFG
1040
Victory Financial Group
Texas
$641K -$167K -1,554 -20%
SIM
1041
Stratos Investment Management
Ohio
$641K +$44.9K +418 +7%
NC
1042
NewSquare Capital
Pennsylvania
$637K +$21.2K +197 +3%
I
1043
INVST
Indiana
$635K -$145K -1,346 -18%
SL
1044
Sentinus LLC
Illinois
$626K +$388K +3,609 +158%
HAG
1045
HighPoint Advisor Group
Illinois
$625K -$51K -474 -7%
EFM
1046
Eley Financial Management
Vermont
$624K – – –
LWA
1047
Lifelong Wealth Advisors
Minnesota
$621K +$157K +1,463 +33%
CWI
1048
Conscious Wealth Investments
Florida
$620K +$11.4K +106 +2%
NLP
1049
Next Level Private
New York
$616K +$297K +2,764 +91%
RWM
1050
Ritholtz Wealth Management
New York
$615K +$623K +5,798 New
40 41
42
43 44