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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
$55.9M +$15.5M +146,477 +39%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$55.5M +$2.75M +26,001 +5%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$55.1M +$658K +6,233 +1%
Renaissance Technologies
29
Renaissance Technologies
New York
$52.5M +$17.3M +163,800 +50%
HIG
30
Heritage Investment Group
Florida
$51.7M +$2.16M +20,465 +4%
WL
31
WIT LLC
District of Columbia
$44.5M +$44.2M +418,588 New
Cerity Partners
32
Cerity Partners
New York
$43.7M -$487K -4,606 -1%
CAG
33
Crestwood Advisors Group
Massachusetts
$42.3M +$37M +349,936 +731%
Wells Fargo
34
Wells Fargo
California
$41.1M -$1.77M -16,718 -4%
TI
35
Truepoint Inc
Ohio
$40.6M -$1.19M -11,294 -3%
WCWM
36
Willow Creek Wealth Management
California
$40.5M +$1.96M +18,550 +5%
Stifel Financial
37
Stifel Financial
Missouri
$36.8M +$3.07M +29,066 +9%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$35.4M +$12.9M +121,760 +58%
AC
39
Apella Capital
Connecticut
$35.3M +$1.89M +17,871 +6%
ONB
40
Old National Bancorp
Indiana
$33M +$1.16M +10,973 +4%
DCM
41
DGS Capital Management
New Jersey
$32.4M +$495K +4,689 +2%
BCI
42
Brinker Capital Investments
Pennsylvania
$32.1M +$1.23M +11,633 +4%
BPA
43
Beacon Pointe Advisors
California
$31.8M +$2.47M +23,401 +8%
Osaic Holdings
44
Osaic Holdings
Arizona
$29.7M +$3.31M +31,344 +13%
WJA
45
Willis Johnson & Associates
Texas
$29.6M +$621K +5,878 +2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$28.7M +$2.92M +27,654 +11%
Goldman Sachs
47
Goldman Sachs
New York
$28.4M +$2.55M +24,180 +10%
CFG
48
Citizens Financial Group
Rhode Island
$28.1M -$44.8K -424 -0.2%
RWB
49
RMR Wealth Builders
New Jersey
$27.1M +$1.66M +15,681 +7%
RWM
50
Ritholtz Wealth Management
New York
$27M +$554K +5,245 +2%