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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$170M +$4.06M +38,739 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$129M -$7.04M -67,259 -5%
UBS Group
3
UBS Group
Switzerland
$99.7M +$5.12M +48,873 +5%
Morgan Stanley
4
Morgan Stanley
New York
$63.6M +$4.2M +40,148 +7%
US Bancorp
5
US Bancorp
Minnesota
$61.1M +$11.3M +108,209 +23%
Ameriprise
6
Ameriprise
Minnesota
$48.6M +$1.71M +16,371 +4%
OCM
7
One Capital Management
California
$26.3M +$1.66M +15,884 +7%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.5M +$1.65M +15,742 +7%
IA
9
Independence Advisors
Pennsylvania
$19.2M -$242K -2,315 -1%
Wells Fargo
10
Wells Fargo
California
$17.3M -$1.29M -12,350 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.6M -$700K -6,682 -5%
LPL Financial
12
LPL Financial
California
$12.8M -$517K -4,939 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.5M +$148K +1,412 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M +$1.79M +17,088 +22%
CCM
15
Coldstream Capital Management
Washington
$8.46M +$216K +2,062 +3%
Goldman Sachs
16
Goldman Sachs
New York
$8.4M +$13.9K +133 +0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.2M -$301K -2,876 -4%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$7.75M -$62.8K -600 -0.8%
JIR
19
James Investment Research
Ohio
$6.81M -$2.11M -20,130 -24%
BFA
20
Bragg Financial Advisors
North Carolina
$6.54M +$2.05M +19,588 +46%
TF
21
TIAA FSB
Florida
$5.51M -$2.56M -24,452 -32%
CJA
22
C-J Advisory
California
$5.47M -$71.6K -684 -1%
Stifel Financial
23
Stifel Financial
Missouri
$5.29M +$12.5K +119 +0.2%
EA
24
Efficient Advisors
Ohio
$5.12M +$383K +3,662 +8%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$4.95M +$649K +6,200 +15%
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