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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
$1.77B +$81.4M +696,922 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.1B +$168M +1,439,992 +18%
Betterment LLC
3
Betterment LLC
New York
$1.07B +$116M +996,664 +12%
Creative Planning
4
Creative Planning
Kansas
$887M +$73.9M +631,999 +9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$774M +$42.7M +365,230 +6%
SEI Investments
6
SEI Investments
Pennsylvania
$594M +$118M +1,012,485 +25%
Fisher Asset Management
7
Fisher Asset Management
Washington
$475M +$44.9M +384,026 +10%
Morgan Stanley
8
Morgan Stanley
New York
$457M +$38.1M +326,055 +9%
BlackRock
9
BlackRock
New York
$444M +$200M +1,713,987 +83%
Jane Street
10
Jane Street
New York
$406M +$208M +1,775,923 +105%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$401M +$53.3M +456,326 +15%
Wells Fargo
12
Wells Fargo
California
$395M +$30.9M +264,178 +8%
UBS Group
13
UBS Group
Switzerland
$361M -$4.16M -35,556 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$361M +$36.8M +315,286 +11%
JP Morgan Chase
15
JP Morgan Chase
New York
$348M +$43.8M +374,543 +14%
US Bancorp
16
US Bancorp
Minnesota
$338M -$10.2M -87,579 -3%
TF
17
TIAA FSB
Florida
$305M +$26.1M +222,981 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$294M +$28.8M +246,755 +11%
Financial Engines Advisors
19
Financial Engines Advisors
California
$203M -$28.9M -247,576 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$181M +$7.32M +62,629 +4%
AssetMark Inc
21
AssetMark Inc
California
$163M -$4.2M -35,931 -3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$148M +$21.7M +185,547 +17%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$131M +$2.4M +20,515 +2%
LPL Financial
24
LPL Financial
California
$119M +$2.63M +22,508 +2%
Ameriprise
25
Ameriprise
Minnesota
$118M -$5.28M -45,180 -5%