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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$41.2M +$29.3M +281,999 +252%
SHGA
27
Sand Hill Global Advisors
California
$39.7M +$39.5M +379,338 New
WCM
28
Windham Capital Management
Massachusetts
$39.2M -$2.45M -23,555 -6%
Stifel Financial
29
Stifel Financial
Missouri
$39M -$1.04M -9,950 -3%
LFS
30
Lutz Financial Services
Nebraska
$38.5M +$4.92M +47,241 +15%
BPA
31
Beacon Pointe Advisors
California
$37.1M -$23.6M -226,647 -39%
RJA
32
Raymond James & Associates
Florida
$37M +$9.65M +92,761 +36%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$35.8M +$34.5M +331,764 +3,192%
PFO
34
Pathstone Family Office
New Jersey
$32.4M +$31.3M +300,634 +3,319%
BSW
35
Buckingham Strategic Wealth
Missouri
$30.6M -$2.24M -21,490 -7%
ST
36
Smithfield Trust
Pennsylvania
$29.3M +$29.1M +279,531 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$26.9M -$3.64M -34,959 -12%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$25.7M +$14.3M +137,310 +126%
FG
39
Foster Group
Iowa
$25.4M +$25.3M +242,720 New
RBCM
40
Raub Brock Capital Management
California
$24.9M +$24.7M +237,655 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$24.8M +$5.19M +49,869 +27%
AF
42
Allworth Financial
California
$24.8M -$2.23M -21,432 -8%
CAG
43
Crestwood Advisors Group
Massachusetts
$24.7M +$24.1M +231,695 +5,043%
AWM
44
Angeles Wealth Management
California
$23.9M +$23.7M +227,970 New
CWM
45
Cahaba Wealth Management
Georgia
$23.7M +$14.8M +141,940 +168%
RWM
46
Ritholtz Wealth Management
New York
$23.1M +$23M +220,631 New
WFA
47
West Financial Advisors
Iowa
$22.8M +$3.25M +31,249 +17%
Renaissance Technologies
48
Renaissance Technologies
New York
$21M +$18.4M +177,300 +771%
Comerica Bank
49
Comerica Bank
Texas
$20.3M +$6.9M +66,276 +52%
ACM
50
AUA Capital Management
Pennsylvania
$20M -$1.96M -18,842 -9%