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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
$600M +$608M +12,013,761 New
LPL Financial
2
LPL Financial
California
$290M +$294M +5,812,359 New
JP Morgan Chase
3
JP Morgan Chase
New York
$97.8M +$99.3M +1,962,505 New
Morgan Stanley
4
Morgan Stanley
New York
$70.4M +$71.3M +1,409,170 New
MML Investors Services
5
MML Investors Services
Massachusetts
$59.3M +$60.1M +1,187,412 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$56.5M +$57.2M +1,130,875 New
PAS
7
Park Avenue Securities
New York
$55.3M +$56M +1,107,507 New
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$40.8M +$41.3M +816,931 New
KCM
9
KM Capital Management
Texas
$20.7M +$20.8M +411,226 New
SA
10
Sanctuary Advisors
Indiana
$16.3M +$16.5M +327,024 New
IWA
11
Icon Wealth Advisors
Texas
$14.9M +$14.8M +293,216 New
FIA
12
Foundations Investment Advisors
Arizona
$12.9M +$13M +257,739 New
BlackRock
13
BlackRock
New York
$12.8M -$3.34M -65,952 -20%
OWA
14
One Wealth Advisors
California
$12.2M +$12.3M +243,858 New
Jane Street
15
Jane Street
New York
$10.6M +$10.7M +211,325 New
OIA
16
OneDigital Investment Advisors
Kansas
$10.4M +$10.5M +207,877 New
Stifel Financial
17
Stifel Financial
Missouri
$9.16M +$9.28M +183,495 New
BFG
18
Buttonwood Financial Group
Missouri
$9.14M +$9.26M +183,054 New
DA
19
Detalus Advisors
Missouri
$8.34M +$8.44M +166,954 New
BCI
20
Brinker Capital Investments
Pennsylvania
$8.02M +$8.12M +160,535 New
MWAM
21
Manhattan West Asset Management
California
$7.91M +$5.03M +99,370 +168%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$7.6M +$7.7M +152,220 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.39M +$7.49M +148,075 New
TWP
24
Tyche Wealth Partners
Texas
$6.39M +$6.47M +127,929 New
WPW
25
Watershed Private Wealth
Illinois
$6.34M +$6.42M +127,016 New