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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.81B +$277M +2,585,884 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.45B +$90.2M +843,798 +4%
Betterment LLC
3
Betterment LLC
New York
$2.26B +$156M +1,455,783 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.89B +$94.2M +880,501 +5%
Creative Planning
5
Creative Planning
Kansas
$1.59B +$46.5M +434,348 +3%
LPL Financial
6
LPL Financial
California
$1.37B +$106M +994,686 +8%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.36B +$113M +1,052,371 +9%
Wells Fargo
8
Wells Fargo
California
$1.12B +$39.2M +366,820 +4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.12B +$107M +1,003,774 +11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$48.2M +451,163 +5%
UBS Group
11
UBS Group
Switzerland
$885M +$64.6M +604,182 +8%
Morgan Stanley
12
Morgan Stanley
New York
$846M -$144M -1,349,308 -15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$809M +$22.5M +210,500 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$781M +$7.67M +71,681 +1%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$645M +$33.1M +309,178 +5%
US Bancorp
16
US Bancorp
Minnesota
$576M +$12.9M +120,706 +2%
SEI Investments
17
SEI Investments
Pennsylvania
$545M -$22.4M -209,314 -4%
Wealthfront Advisers
18
Wealthfront Advisers
California
$490M +$11.7M +109,514 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$482M -$24.6M -230,432 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$385M +$39.7M +371,030 +12%
AssetMark Inc
21
AssetMark Inc
California
$361M +$16.7M +155,757 +5%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$342M +$23.8M +222,962 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$302M -$1.63M -15,270 -0.5%
OWM
24
Orgel Wealth Management
Wisconsin
$291M +$3.34M +31,252 +1%
Goldman Sachs
25
Goldman Sachs
New York
$278M +$49.9M +466,154 +22%