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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
$327M +$26.9M +248,902 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$194M +$8.75M +81,079 +5%
Morgan Stanley
3
Morgan Stanley
New York
$180M -$25.3M -234,088 -12%
US Bancorp
4
US Bancorp
Minnesota
$99.9M -$2.13M -19,773 -2%
UBS Group
5
UBS Group
Switzerland
$98.5M -$87.4M -809,605 -47%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$91M +$13M +120,662 +17%
RJA
7
Raymond James & Associates
Florida
$82.4M +$63.6M +589,605 +341%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$65.4M -$41.3M -383,168 -39%
Ameriprise
9
Ameriprise
Minnesota
$65.3M +$2.47M +22,903 +4%
OCM
10
One Capital Management
California
$44M -$1.82M -16,891 -4%
Wells Fargo
11
Wells Fargo
California
$40.2M +$4.98M +46,124 +14%
WCM
12
Windham Capital Management
Massachusetts
$36M -$921K -8,531 -2%
Stifel Financial
13
Stifel Financial
Missouri
$35.9M +$1.1M +10,190 +3%
1WM
14
1900 Wealth Management
Texas
$33.3M +$33.3M +308,306 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$32.7M +$12.8M +118,576 +65%
EI
16
Ellevest Inc
New York
$28.1M +$4.65M +43,110 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$22.9M +$982K +9,100 +4%
PPW
18
Parcion Private Wealth
Washington
$22.3M +$1.06M +9,808 +5%
TCM
19
TD Capital Management
Tennessee
$22.1M +$1.48M +13,701 +7%
AF
20
Allworth Financial
California
$22M +$1.23M +11,431 +6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$21.1M +$10.4M +96,173 +97%
TF
22
TIAA FSB
Florida
$20.8M +$551K +5,108 +3%
WWM
23
Windsor Wealth Management
Indiana
$20.3M +$5.76M +53,367 +40%
EVM
24
Eaton Vance Management
Massachusetts
$19.9M +$19.8M +183,787 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19.8M +$1.57M +14,525 +9%
1
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