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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.58B +$6.28M +58,758 +0.2%
Bank of America
2
Bank of America
North Carolina
$2.23B +$31.6M +295,898 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.12B +$216M +2,019,517 +11%
Creative Planning
4
Creative Planning
Kansas
$1.18B +$118M +1,106,336 +11%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.08B -$39.1M -365,917 -3%
Betterment LLC
6
Betterment LLC
New York
$1.05B +$10.1M +94,686 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$827M +$13.4M +125,588 +2%
Wells Fargo
8
Wells Fargo
California
$733M -$4.38M -40,958 -0.6%
US Bancorp
9
US Bancorp
Minnesota
$718M +$48.3M +452,149 +7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$632M +$47.1M +440,733 +8%
Morgan Stanley
11
Morgan Stanley
New York
$610M +$5.84M +54,682 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$584M +$40.6M +379,948 +7%
CSIA
13
Charles Schwab Investment Advisory
California
$568M +$12.5M +116,940 +2%
LPL Financial
14
LPL Financial
California
$519M +$55.5M +519,235 +12%
SEI Investments
15
SEI Investments
Pennsylvania
$450M +$32.1M +299,992 +8%
Fisher Asset Management
16
Fisher Asset Management
Washington
$386M +$25.9M +242,512 +7%
FCBT
17
First Citizens Bank & Trust
North Carolina
$370M +$21.3M +199,251 +6%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$355M +$87M +814,095 +32%
TF
19
TIAA FSB
Florida
$334M +$33.4M +312,253 +11%
UBS Group
20
UBS Group
Switzerland
$302M -$43.7M -408,527 -13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$249M +$9.4M +87,942 +4%
AssetMark Inc
22
AssetMark Inc
California
$210M +$5.96M +55,715 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$164M -$5.57M -52,146 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$157M +$31.1M +290,763 +25%
Mariner
25
Mariner
Kansas
$143M +$8.71M +81,533 +6%