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iShares Short-Term National Muni Bond ETF
SUB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Heritage Investment Group
26
Heritage Investment Group
Florida
USD 58.7 M +USD 1.12 M +10,499 +2%
Allworth Financial
27
Allworth Financial
California
USD 56.2 M -USD 7.28 M -68,377 -11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
USD 56.1 M -USD 1.42 M -13,316 -2%
Cerity Partners
29
Cerity Partners
New York
USD 52.4 M -USD 2.74 M -25,707 -5%
Truepoint Inc
30
Truepoint Inc
Ohio
USD 49 M +USD 1.27 M +11,890 +3%
US Bancorp
31
US Bancorp
Minnesota
USD 48.3 M -USD 2.49 M -23,386 -5%
Wells Fargo
32
Wells Fargo
California
USD 47.2 M -USD 54.6 k -513 -0.1%
HighTower Advisors
33
HighTower Advisors
Illinois
USD 46.2 M +USD 1.32 M +12,411 +3%
Brinker Capital Investments
34
Brinker Capital Investments
Pennsylvania
USD 45 M +USD 5.9 M +55,451 +15%
WIT LLC
35
WIT LLC
District of Columbia
USD 44.6 M – – –
Apella Capital
36
Apella Capital
Connecticut
USD 44.2 M -USD 326 k -3,060 -0.7%
Crestwood Advisors Group
37
Crestwood Advisors Group
Massachusetts
USD 42.2 M -USD 3.99 M -37,513 -9%
Stifel Financial
38
Stifel Financial
Missouri
USD 38.3 M +USD 6.49 M +60,976 +20%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
USD 37.4 M +USD 2.54 M +23,831 +7%
Beacon Pointe Advisors
40
Beacon Pointe Advisors
California
USD 36.5 M -USD 4.47 M -41,982 -11%
TIAA Wealth Investment Management
41
TIAA Wealth Investment Management
New York
USD 36.1 M -USD 5.15 M -48,364 -12%
EP Wealth Advisors
42
EP Wealth Advisors
California
USD 36.1 M +USD 9.29 M +87,259 +35%
Citizens Financial Group
43
Citizens Financial Group
Rhode Island
USD 36 M +USD 8.35 M +78,488 +30%
Merit Financial Group
44
Merit Financial Group
Georgia
USD 34.4 M +USD 8.68 M +81,554 +34%
RMR Wealth Builders
45
RMR Wealth Builders
New Jersey
USD 33.3 M +USD 1.98 M +18,583 +6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
USD 33.1 M +USD 294 k +2,762 +0.9%
Willis Johnson & Associates
47
Willis Johnson & Associates
Texas
USD 31 M +USD 819 k +7,697 +3%
Modera Wealth Management
48
Modera Wealth Management
New Jersey
USD 30.7 M +USD 1.37 M +12,854 +5%
Glenview Trust
49
Glenview Trust
Kentucky
USD 30.4 M +USD 2.42 M +22,768 +9%
BMC
50
Bear Mountain Capital
Washington
USD 30 M +USD 2.5 M +23,471 +9%
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