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VanEck Intermediate Muni ETF
ITM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 797 M +USD 22.8 M +487,279 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 175 M -USD 10.1 M -215,044 -5%
LPL Financial
3
LPL Financial
California
USD 113 M +USD 8.54 M +182,555 +8%
Ameriprise
4
Ameriprise
Minnesota
USD 73.5 M +USD 6.97 M +148,965 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 63.8 M +USD 12.6 M +268,374 +25%
CLA (CliftonLarsonAllen) Wealth Advisors
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 49.6 M +USD 78.6 k +1,680 +0.2%
Willis Johnson & Associates
7
Willis Johnson & Associates
Texas
USD 46.7 M +USD 2.31 M +49,425 +5%
TIAA Wealth Investment Management
8
TIAA Wealth Investment Management
New York
USD 41.9 M -USD 2.56 M -54,752 -6%
Wells Fargo
9
Wells Fargo
California
USD 40.5 M +USD 3 M +64,059 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
USD 34.5 M -USD 798 k -17,061 -2%
OneDigital Investment Advisors
11
OneDigital Investment Advisors
Kansas
USD 28.2 M +USD 4.62 M +98,866 +20%
Morgan Stanley
12
Morgan Stanley
New York
USD 26.3 M -USD 5.11 M -109,156 -16%
CX Institutional
13
CX Institutional
Indiana
USD 25.1 M -USD 19.9 M -424,373 -44%
JP Morgan Chase
14
JP Morgan Chase
New York
USD 23.5 M +USD 2.39 M +51,095 +11%
Mather Group
15
Mather Group
Illinois
USD 21.2 M +USD 460 k +9,833 +2%
UMB Bank
16
UMB Bank
Missouri
USD 20.8 M -USD 7.31 M -156,197 -26%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 19.6 M +USD 723 k +15,455 +4%
Davidson Investment Advisors
18
Davidson Investment Advisors
Montana
USD 19.3 M +USD 304 k +6,505 +2%
Stifel Financial
19
Stifel Financial
Missouri
USD 17.7 M +USD 625 k +13,360 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
USD 15.4 M +USD 3.34 M +71,491 +28%
Goldman Sachs
21
Goldman Sachs
New York
USD 14.9 M +USD 1.57 M +33,539 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
USD 14.8 M -USD 182 k -3,898 -1%
Avidian Wealth Enterprises
23
Avidian Wealth Enterprises
Texas
USD 14.3 M +USD 574 k +12,280 +4%
UBS Group
24
UBS Group
Switzerland
USD 13.1 M -USD 1.3 M -27,854 -9%
FWA
25
FOCUS Wealth Advisors
Texas
USD 8.66 M +USD 85.8 k +1,834 +1%
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