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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
$49.2M +$504K +4,771 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$44.5M +$44.5M +421,603 New
Cerity Partners
28
Cerity Partners
New York
$42.3M +$6.97M +65,962 +20%
TI
29
Truepoint Inc
Ohio
$40.7M +$3.05M +28,899 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$38.7M +$2.42M +22,900 +7%
WCWM
31
Willow Creek Wealth Management
California
$37.4M +$1.7M +16,064 +5%
CFG
32
Citizens Financial Group
Rhode Island
$36.2M +$11.5M +108,446 +46%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$36M +$8.46M +80,076 +31%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$35.7M +$11.3M +107,274 +46%
Renaissance Technologies
35
Renaissance Technologies
New York
$34.6M -$17.9M -169,100 -34%
Stifel Financial
36
Stifel Financial
Missouri
$32.1M -$1.9M -17,964 -6%
Goldman Sachs
37
Goldman Sachs
New York
$31.8M +$6.45M +61,073 +25%
ONB
38
Old National Bancorp
Indiana
$30.5M +$194K +1,840 +0.6%
DCM
39
DGS Capital Management
New Jersey
$30.2M -$679K -6,430 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$29.8M +$1.84M +17,381 +7%
AC
41
Apella Capital
Connecticut
$28.8M +$2.18M +20,658 +8%
BCI
42
Brinker Capital Investments
Pennsylvania
$28.7M +$2.64M +24,989 +10%
OPS
43
Orion Portfolio Solutions
Nebraska
$28.7M +$2.64M +24,989 +10%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$28M +$1.61M +15,235 +6%
WJA
45
Willis Johnson & Associates
Texas
$26.9M +$230K +2,177 +0.9%
RWB
46
RMR Wealth Builders
New Jersey
$24.7M +$2.16M +20,444 +10%
Osaic Holdings
47
Osaic Holdings
Arizona
$24.6M +$7.42M +70,247 +43%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$24.4M +$180K +1,708 +0.7%
RWM
49
Ritholtz Wealth Management
New York
$23.8M +$376K +3,556 +2%
CWM
50
Cahaba Wealth Management
Georgia
$22.4M +$261K +2,473 +1%