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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
$216M +$9.11M +85,416 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$194M +$12.9M +121,106 +7%
Morgan Stanley
3
Morgan Stanley
New York
$151M -$1.07M -10,011 -0.7%
UBS Group
4
UBS Group
Switzerland
$146M +$9.74M +91,370 +7%
US Bancorp
5
US Bancorp
Minnesota
$68.7M +$6.18M +57,913 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$54.2M -$1.34M -12,544 -2%
Ameriprise
7
Ameriprise
Minnesota
$47.6M +$1.93M +18,126 +4%
WCM
8
Windham Capital Management
Massachusetts
$42.1M +$94.5K +886 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$40.6M +$2.84M +26,631 +8%
OCM
10
One Capital Management
California
$39.1M +$3.93M +36,859 +11%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.7M +$8.83M +82,822 +30%
KIM
12
Karpus Investment Management
New York
$35.1M +$13.8M +129,600 +65%
OWM
13
Orgel Wealth Management
Wisconsin
$29.5M +$29.5M +276,340 New
Wells Fargo
14
Wells Fargo
California
$26.7M +$4.05M +37,965 +18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$20.6M +$4.45M +41,715 +28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.5M +$2.9M +27,207 +19%
LPL Financial
17
LPL Financial
California
$18.1M +$576K +5,404 +3%
AF
18
Allworth Financial
California
$17.5M +$3.24M +30,369 +23%
EI
19
Ellevest Inc
New York
$15.7M +$2.22M +20,771 +17%
IA
20
Independence Advisors
Pennsylvania
$14M -$135K -1,265 -1%
TF
21
TIAA FSB
Florida
$13.8M -$1.18M -11,029 -8%
Goldman Sachs
22
Goldman Sachs
New York
$13.1M +$135K +1,266 +1%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$12.5M +$517K +4,849 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.2M +$1.81M +16,965 +17%
TCM
25
TD Capital Management
Tennessee
$12.2M +$4.18M +39,190 +52%
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