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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
26
Simply Money Advisors
Ohio
$27.8M +$18.6M +165,113 +208%
BTS
27
BB&T Securities
Virginia
$24M +$1.36M +12,085 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$23.2M +$3.01M +26,717 +15%
PAG
29
Pinnacle Advisory Group
Maryland
$21.7M -$7.87M -69,973 -27%
UCFA
30
United Capital Financial Advisors
Texas
$20.2M +$363K +3,224 +2%
SIA
31
Spruce Investment Advisors
Connecticut
$20M +$3.72M +33,071 +23%
HP
32
HT Partners
Connecticut
$18.9M +$34.7K +308 +0.2%
BFA
33
Beaumont Financial Advisors
Massachusetts
$17.9M +$5.21M +46,321 +42%
LPT
34
Legacy Private Trust
Wisconsin
$15.1M +$7.87M +69,944 +111%
RFC
35
Regions Financial Corp
Alabama
$14.9M +$2.55M +22,670 +21%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$14.8M +$534K +4,744 +4%
SIM
37
Sigma Investment Management
Oregon
$14.5M -$185K -1,648 -1%
BIM
38
BlackRock Investment Management
Delaware
$14.2M +$4.93M +43,761 +54%
Stifel Financial
39
Stifel Financial
Missouri
$14.2M +$2.68M +23,844 +24%
WCM
40
Wealthcare Capital Management
Virginia
$13.7M -$403K -3,584 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$13M +$885K +7,868 +7%
GMA
42
Goldstein Munger & Associates
California
$12.7M -$11.4M -101,045 -48%
Goldman Sachs
43
Goldman Sachs
New York
$11M +$1.58M +14,060 +17%
CCG
44
Cypress Capital Group
Florida
$10.8M +$718K +6,383 +7%
SCA
45
Salient Capital Advisors
Texas
$10.6M -$2.63M -23,389 -20%
BPC
46
Banque Pictet & Cie
Switzerland
$10.2M
PNAA
47
Pictet North America Advisors
Switzerland
$10.2M
Squarepoint
48
Squarepoint
New York
$9.67M +$9.55M +84,888 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$9.65M +$691K +6,137 +8%
BWAM
50
Boyd Watterson Asset Management
Ohio
$9.33M +$2.52M +22,390 +38%