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LMUB

iShares Long-Term National Muni Bond ETF

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