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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$435M +$3.32M +29,788 +0.8%
Bank of America
2
Bank of America
North Carolina
$418M +$1.86M +16,702 +0.4%
UBS Group
3
UBS Group
Switzerland
$320M +$57M +512,045 +22%
Betterment LLC
4
Betterment LLC
New York
$307M +$42.6M +383,131 +16%
W
5
Wealthfront
California
$282M +$31.4M +282,489 +13%
Wells Fargo
6
Wells Fargo
California
$231M +$11M +99,107 +5%
Morgan Stanley
7
Morgan Stanley
New York
$181M +$41.5M +372,719 +30%
Creative Planning
8
Creative Planning
Kansas
$141M -$23.9M -215,088 -15%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$102M +$31.2M +280,591 +44%
LPL Financial
10
LPL Financial
California
$79.2M -$3.99M -35,828 -5%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.1M +$5.55M +49,885 +10%
SEI Investments
12
SEI Investments
Pennsylvania
$59.6M +$9.87M +88,688 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55.1M +$12.8M +114,570 +30%
RJA
14
Raymond James & Associates
Florida
$52.1M +$9.29M +83,451 +22%
US Bancorp
15
US Bancorp
Minnesota
$47.7M +$2.09M +18,778 +5%
CAM
16
Caprin Asset Management
Virginia
$47M -$2.41M -21,618 -5%
BC
17
Brinker Capital
Pennsylvania
$41.2M +$2.53M +22,739 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$33.9M -$1.27M -11,376 -4%
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$33.8M – – –
MNA
20
Manning & Napier Advisors
New York
$32.9M – – –
PAG
21
Pinnacle Advisory Group
Maryland
$29.1M +$1.52M +13,663 +6%
V
22
Veritable
Delaware
$27.3M -$250K -2,242 -0.9%
Ameriprise
23
Ameriprise
Minnesota
$26.5M +$9.7M +87,198 +57%
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$25.8M – – –
GMA
25
Goldstein Munger & Associates
California
$23.7M -$938K -8,427 -4%
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