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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1226
Verum Partners
North Carolina
$311K -$30.4K -286 -9%
S
1227
Sachetta
Massachusetts
$309K – – –
LWM
1228
LeConte Wealth Management
Tennessee
$308K +$311K +2,925 New
IWP
1229
Innova Wealth Partners
Pennsylvania
$308K -$8.51K -80 -3%
TNBTD
1230
Trustmark National Bank Trust Department
Mississippi
$307K – – –
CGA
1231
Crescent Grove Advisors
Illinois
$306K +$1.81K +17 +0.6%
FL
1232
FreeGulliver LLC
Louisiana
$306K – – –
PP
1233
Patten & Patten
Tennessee
$305K -$165K -1,550 -35%
MAV
1234
Mason & Associates (Virginia)
Virginia
$304K +$1.06K +10 +0.3%
RWM
1235
Riverbend Wealth Management
South Carolina
$304K +$10.1K +95 +3%
BP
1236
BBR Partners
New York
$303K – – –
PAS
1237
PKS Advisory Services
New York
$302K +$12.4K +117 +4%
EK
1238
Evensky & Katz
Florida
$302K +$1.59K +15 +0.5%
UIM
1239
Unified Investment Management
Georgia
$301K – – –
GC
1240
Grimes & Company
Massachusetts
$299K -$1.11M -10,436 -79%
KWM
1241
KFG Wealth Management
Indiana
$298K +$43.3K +407 +17%
AC
1242
Addison Capital
Pennsylvania
$297K +$299K +2,816 New
KA
1243
Kovack Advisors
Florida
$296K +$299K +2,808 New
WSWA
1244
Warren Street Wealth Advisors
California
$296K +$48.7K +458 +20%
WGC
1245
Watts Gwilliam & Co
Arizona
$294K -$100K -943 -25%
PCM
1246
Parsons Capital Management
Rhode Island
$292K – – –
KV
1247
Kickstand Ventures
New York
$292K +$49.2K +463 +20%
SW
1248
StrongBox Wealth
Missouri
$291K – – –
OCPWS
1249
One Charles Private Wealth Services
Massachusetts
$291K +$22.2K +209 +8%
FMII
1250
Farmers & Merchants Investments Inc
Nebraska
$290K – – –
48 49
50
51 52