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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$428M +$22.9M +208,794 +6%
Bank of America
2
Bank of America
North Carolina
$412M +$91.8M +836,477 +29%
Betterment LLC
3
Betterment LLC
New York
$262M +$40.2M +366,441 +18%
UBS Group
4
UBS Group
Switzerland
$261M +$50.3M +458,803 +24%
W
5
Wealthfront
California
$248M +$4.18M +38,119 +2%
Wells Fargo
6
Wells Fargo
California
$218M +$9.22M +84,034 +4%
Creative Planning
7
Creative Planning
Kansas
$163M -$15.8M -144,196 -9%
Morgan Stanley
8
Morgan Stanley
New York
$138M +$9.42M +85,847 +7%
LPL Financial
9
LPL Financial
California
$82.4M +$40.6M +370,005 +99%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$70.2M -$2.57M -23,397 -4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56M +$7.01M +63,894 +14%
SEI Investments
12
SEI Investments
Pennsylvania
$49.3M +$11.4M +103,668 +30%
CAM
13
Caprin Asset Management
Virginia
$49M +$48.6M +442,446 New
US Bancorp
14
US Bancorp
Minnesota
$45.3M +$5.47M +49,840 +14%
RJA
15
Raymond James & Associates
Florida
$42.5M +$5.84M +53,252 +16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$42M +$1.8M +16,363 +5%
BC
17
Brinker Capital
Pennsylvania
$38.4M +$36.2M +329,974 +1,982%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$34.8M +$23.3M +212,226 +207%
MNA
19
Manning & Napier Advisors
New York
$34.1M
MLICM
20
Metropolitan Life Insurance Company (MetLife)
New York
$33.5M +$1M +9,128 +3%
BTS
21
BB&T Securities
Virginia
$29M +$1.46M +13,320 +5%
USAA
22
United Services Automobile Association
Texas
$28.7M -$4.15M -37,853 -13%
PFG
23
Piershale Financial Group
Illinois
$28.1M +$27.8M +253,402 New
V
24
Veritable
Delaware
$27.3M -$594K -5,410 -2%
PAG
25
Pinnacle Advisory Group
Maryland
$27.3M +$27.1M +246,533 New