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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
26
Heritage Investment Group
Florida
$58.7M +$1.12M +10,499 +2%
AF
27
Allworth Financial
California
$56.2M -$7.28M -68,377 -11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$56.1M -$1.42M -13,316 -2%
Cerity Partners
29
Cerity Partners
New York
$52.4M -$2.74M -25,707 -5%
TI
30
Truepoint Inc
Ohio
$49M +$1.27M +11,890 +3%
US Bancorp
31
US Bancorp
Minnesota
$48.3M -$2.49M -23,386 -5%
Wells Fargo
32
Wells Fargo
California
$47.2M -$54.6K -513 -0.1%
HighTower Advisors
33
HighTower Advisors
Illinois
$46.2M +$1.32M +12,411 +3%
BCI
34
Brinker Capital Investments
Pennsylvania
$45M +$5.9M +55,451 +15%
WL
35
WIT LLC
District of Columbia
$44.6M
AC
36
Apella Capital
Connecticut
$44.2M -$326K -3,060 -0.7%
CAG
37
Crestwood Advisors Group
Massachusetts
$42.2M -$3.99M -37,513 -9%
Stifel Financial
38
Stifel Financial
Missouri
$38.3M +$6.49M +60,976 +20%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$37.4M +$2.54M +23,831 +7%
BPA
40
Beacon Pointe Advisors
California
$36.5M -$4.47M -41,982 -11%
TWIM
41
TIAA Wealth Investment Management
New York
$36.1M -$5.15M -48,364 -12%
EWA
42
EP Wealth Advisors
California
$36.1M +$9.29M +87,259 +35%
CFG
43
Citizens Financial Group
Rhode Island
$36M +$8.35M +78,488 +30%
MFG
44
Merit Financial Group
Georgia
$34.4M +$8.68M +81,554 +34%
RWB
45
RMR Wealth Builders
New Jersey
$33.3M +$1.98M +18,583 +6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$33.1M +$294K +2,762 +0.9%
WJA
47
Willis Johnson & Associates
Texas
$31M +$819K +7,697 +3%
MWM
48
Modera Wealth Management
New Jersey
$30.7M +$1.37M +12,854 +5%
GT
49
Glenview Trust
Kentucky
$30.4M +$2.42M +22,768 +9%
BMC
50
Bear Mountain Capital
Washington
$30M +$2.5M +23,471 +9%