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iShares National Muni Bond ETF
MUB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oxford Financial Group
51
Oxford Financial Group
Indiana
USD 90.5 M +USD 1.14 M +10,697 +1%
UBS AM
52
UBS AM
Illinois
USD 84.7 M -USD 40.9 M -382,424 -33%
Angeles Wealth Management
53
Angeles Wealth Management
California
USD 83.8 M +USD 1.19 M +11,155 +1%
Beacon Pointe Advisors
54
Beacon Pointe Advisors
California
USD 83.8 M +USD 2.38 M +22,229 +3%
O'Shaughnessy Asset Management
55
O'Shaughnessy Asset Management
Connecticut
USD 81.1 M +USD 10.8 M +101,412 +16%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
USD 74.7 M -USD 1.29 M -12,036 -2%
SoFi Wealth
57
SoFi Wealth
California
USD 71.7 M +USD 4.88 M +45,596 +7%
Bessemer Group
58
Bessemer Group
New Jersey
USD 70.5 M +USD 842 k +7,872 +1%
United Capital Financial Advisors
59
United Capital Financial Advisors
Texas
USD 70.4 M +USD 4.42 M +41,359 +7%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
USD 69.9 M +USD 17.2 M +160,579 +33%
Stifel Financial
61
Stifel Financial
Missouri
USD 69.7 M +USD 1.3 M +12,123 +2%
Prime Capital Investment Advisors
62
Prime Capital Investment Advisors
Kansas
USD 69.3 M -USD 219 k -2,048 -0.3%
Forvis Mazars Wealth Advisors
63
Forvis Mazars Wealth Advisors
Missouri
USD 67.9 M -USD 306 k -2,857 -0.5%
Farther Finance Advisors
64
Farther Finance Advisors
California
USD 66.6 M +USD 9.19 M +85,900 +16%
Crestwood Advisors Group
65
Crestwood Advisors Group
Massachusetts
USD 66.4 M +USD 5.4 M +50,487 +9%
Kestra Investment Management
66
Kestra Investment Management
Texas
USD 66.4 M -USD 32.1 M -300,062 -33%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
USD 65.4 M – – –
Financial Engines Advisors
68
Financial Engines Advisors
California
USD 64 M +USD 1.59 M +14,901 +3%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
USD 62 M +USD 5.78 M +54,081 +10%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
USD 61.2 M +USD 3.37 M +31,553 +6%
Wealthspire Advisors (New York)
71
Wealthspire Advisors (New York)
New York
USD 61.1 M +USD 5.94 M +55,532 +11%
Foster Group
72
Foster Group
Iowa
USD 60.9 M +USD 2.5 M +23,353 +4%
Choate Investment Advisors
73
Choate Investment Advisors
Massachusetts
USD 58.9 M -USD 18.2 M -170,373 -24%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
USD 58.9 M -USD 1.3 M -12,140 -2%
Integrated Wealth Concepts
75
Integrated Wealth Concepts
Massachusetts
USD 58.1 M +USD 20.1 M +188,264 +53%
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