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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
$162M -$7.47M -71,117 -4%
SEI Investments
2
SEI Investments
Pennsylvania
$141M +$12.4M +117,629 +10%
UBS Group
3
UBS Group
Switzerland
$104M +$4.28M +40,751 +4%
US Bancorp
4
US Bancorp
Minnesota
$65M +$4.14M +39,455 +7%
Morgan Stanley
5
Morgan Stanley
New York
$63.1M -$274K -2,612 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$46.7M -$1.8M -17,178 -4%
OCM
7
One Capital Management
California
$29.9M +$3.75M +35,668 +14%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.2M +$2.81M +26,745 +11%
IA
9
Independence Advisors
Pennsylvania
$19.1M +$10.8K +103 +0.1%
Wells Fargo
10
Wells Fargo
California
$17.4M +$97K +923 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.1M +$5.07M +48,218 +50%
LPL Financial
12
LPL Financial
California
$13.1M +$339K +3,225 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.5M -$946K -9,006 -8%
Goldman Sachs
14
Goldman Sachs
New York
$8.39M +$10.4K +99 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.18M +$1.05K +10 +0%
CCM
16
Coldstream Capital Management
Washington
$7.88M -$550K -5,232 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.88M -$6.66M -63,399 -46%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$7.8M +$73.5K +700 +0.9%
TF
19
TIAA FSB
Florida
$7.33M +$1.84M +17,516 +33%
JIR
20
James Investment Research
Ohio
$7.29M +$505K +4,807 +7%
BFA
21
Bragg Financial Advisors
North Carolina
$7.25M +$725K +6,904 +11%
IWM
22
IHT Wealth Management
Illinois
$6.79M +$3.42M +32,563 +101%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5.67M +$737K +7,019 +15%
CJA
24
C-J Advisory
California
$5.4M -$48.5K -462 -0.9%
Stifel Financial
25
Stifel Financial
Missouri
$5.31M +$34.1K +325 +0.6%
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