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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
$1.82B +$61.4M +523,392 +3%
Betterment LLC
2
Betterment LLC
New York
$1.14B +$79.5M +677,804 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.06B -$28.9M -246,555 -3%
Creative Planning
4
Creative Planning
Kansas
$945M +$66.4M +566,470 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$780M +$13M +110,861 +2%
SEI Investments
6
SEI Investments
Pennsylvania
$644M +$56M +477,502 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$536M +$192M +1,637,822 +55%
Fisher Asset Management
8
Fisher Asset Management
Washington
$517M +$46.4M +396,014 +10%
Morgan Stanley
9
Morgan Stanley
New York
$485M +$32.4M +276,454 +7%
Wells Fargo
10
Wells Fargo
California
$484M +$93.2M +794,768 +24%
BlackRock
11
BlackRock
New York
$484M +$44.6M +380,203 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$418M +$20.4M +173,887 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$409M +$52M +443,669 +14%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$386M +$95.2M +812,497 +32%
UBS Group
15
UBS Group
Switzerland
$367M +$9.19M +78,394 +3%
US Bancorp
16
US Bancorp
Minnesota
$354M +$19.4M +165,869 +6%
TF
17
TIAA FSB
Florida
$325M +$22.9M +195,301 +8%
LPL Financial
18
LPL Financial
California
$191M +$74.5M +635,641 +63%
Financial Engines Advisors
19
Financial Engines Advisors
California
$189M -$12.9M -110,048 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$183M +$3.6M +30,732 +2%
AssetMark Inc
21
AssetMark Inc
California
$173M +$11.1M +95,031 +7%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$167M +$20.6M +175,574 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$161M +$48M +409,742 +42%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$136M +$6.68M +56,954 +5%
Goldman Sachs
25
Goldman Sachs
New York
$125M +$20.3M +173,074 +19%