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iShares Long-Term National Muni Bond ETF
LMUB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 660 M +USD 44.2 M +872,969 +7%
LPL Financial
2
LPL Financial
California
USD 340 M +USD 41.8 M +824,723 +14%
JP Morgan Chase
3
JP Morgan Chase
New York
USD 143 M +USD 42.2 M +833,369 +42%
Morgan Stanley
4
Morgan Stanley
New York
USD 83.5 M +USD 11.2 M +220,574 +16%
MML Investors Services
5
MML Investors Services
Massachusetts
USD 77.7 M +USD 16.7 M +329,982 +28%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 61.4 M +USD 3.41 M +67,416 +6%
Park Avenue Securities
7
Park Avenue Securities
New York
USD 59.6 M +USD 2.86 M +56,380 +5%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
USD 45.3 M +USD 3.38 M +66,647 +8%
Sanctuary Advisors
9
Sanctuary Advisors
Indiana
USD 26.3 M +USD 9.44 M +186,433 +57%
KCM
10
KM Capital Management
Texas
USD 22.7 M +USD 1.58 M +31,197 +8%
Vise Technologies
11
Vise Technologies
New York
USD 18.2 M +USD 18 M +356,058 Nuevas
Foundations Investment Advisors
12
Foundations Investment Advisors
Arizona
USD 17.5 M +USD 4.23 M +83,571 +32%
One Wealth Advisors
13
One Wealth Advisors
California
USD 17.2 M +USD 4.68 M +92,491 +38%
OneDigital Investment Advisors
14
OneDigital Investment Advisors
Kansas
USD 15.6 M +USD 4.94 M +97,568 +47%
Icon Wealth Advisors
15
Icon Wealth Advisors
Texas
USD 15.5 M +USD 522 k +10,296 +4%
BlackRock
16
BlackRock
New York
USD 13.1 M – – –
Manhattan West Asset Management
17
Manhattan West Asset Management
California
USD 10.6 M +USD 2.46 M +48,495 +31%
Stifel Financial
18
Stifel Financial
Missouri
USD 10.4 M +USD 968 k +19,103 +10%
BFG
19
Buttonwood Financial Group
Missouri
USD 10 M +USD 619 k +12,216 +7%
DA
20
Detalus Advisors
Missouri
USD 10 M +USD 1.43 M +28,273 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
USD 9.03 M +USD 1.43 M +28,252 +19%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
USD 8.91 M +USD 679 k +13,408 +8%
Kestra Advisory Services
23
Kestra Advisory Services
Texas
USD 8.53 M +USD 4.29 M +84,677 +103%
TWP
24
Tyche Wealth Partners
Texas
USD 7.93 M +USD 1.37 M +26,987 +21%
KFS
25
Kelly Financial Services
Massachusetts
USD 6.73 M +USD 598 k +11,807 +10%
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