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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$34.9M
Stifel Financial
52
Stifel Financial
Missouri
$34.4M +$526K +4,531 +2%
PS
53
Portfolio Solutions
Michigan
$32.9M -$657K -5,651 -2%
W
54
WealthStone
Ohio
$32.7M +$1.39M +11,953 +4%
AWM
55
AE Wealth Management
Kansas
$32.3M +$13.4M +115,142 +71%
SS
56
Simplicity Solutions
Minnesota
$30.9M +$13.5M +116,165 +77%
MNG
57
Manning & Napier Group
New York
$30.8M
PI
58
PFS Investments
Georgia
$30.4M +$1.15M +9,898 +4%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$30.1M +$2.65M +22,849 +10%
V
60
Veritable
Delaware
$29.9M +$523K +4,500 +2%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$29.5M +$13.1M +112,446 +79%
LS
62
Liquid Strategies
Georgia
$29.5M +$2.2M +18,945 +8%
BCI
63
Brinker Capital Investments
Pennsylvania
$28.6M +$24M +206,298 +512%
APP
64
Avantax Planning Partners
Iowa
$28.2M +$24.6M +211,988 +673%
CWM
65
Cahaba Wealth Management
Georgia
$28.1M +$2.82M +24,307 +11%
SFM
66
Soros Fund Management
New York
$28M
HNB
67
Huntington National Bank
Ohio
$26.2M
CAM
68
Caprin Asset Management
Virginia
$23.2M +$559K +4,810 +2%
AF
69
Allworth Financial
California
$22.9M +$1.41M +12,158 +7%
PAG
70
Private Advisor Group
New Jersey
$22.5M +$348K +2,994 +2%
MWP
71
Meridian Wealth Partners
Pennsylvania
$22.3M +$459K +3,950 +2%
RJA
72
Raymond James & Associates
Florida
$22.1M -$1.32M -11,319 -6%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$21.5M +$2.11M +18,181 +11%
BPA
74
Beacon Pointe Advisors
California
$21.4M -$970K -8,346 -4%
TPWA
75
TRUE Private Wealth Advisors
Oregon
$19.9M +$19.9M +171,476 New