We are live on ! Find out more
TAXF icon

American Century Diversified Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$115M +$5.37M +105,836 +5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$77.7M +$8.27M +163,170 +12%
LPL Financial
3
LPL Financial
California
$32.7M +$222K +4,388 +0.7%
GA
4
Goldstein Advisors
Wisconsin
$21.1M +$448K +8,829 +2%
CI
5
CX Institutional
Indiana
$20.4M +$362K +7,137 +2%
Morgan Stanley
6
Morgan Stanley
New York
$19.3M -$1.9M -37,500 -9%
PCIA
7
Prime Capital Investment Advisors
Kansas
$17M +$15.6M +307,402 +958%
Raymond James Financial
8
Raymond James Financial
Florida
$13.7M +$3.04M +60,040 +28%
Ameriprise
9
Ameriprise
Minnesota
$12.9M +$5.53M +109,055 +74%
PAG
10
Private Advisor Group
New Jersey
$9.64M -$161K -3,167 -2%
HBFP
11
Henderson Brothers Financial Partners
Pennsylvania
$9.23M +$9.35M +184,331 New
CCM
12
Condor Capital Management
New Jersey
$8.87M +$459K +9,057 +5%
IA
13
IFP Advisors
Florida
$6.94M +$625K +12,333 +10%
DAS
14
Dynamic Advisor Solutions
Arizona
$6.24M -$122K -2,400 -2%
FAFN
15
First Affirmative Financial Network
Colorado
$5.9M +$5.98M +117,918 New
USCWA
16
U.S. Capital Wealth Advisors
Texas
$5.71M +$282K +5,559 +5%
NA
17
NewEdge Advisors
Louisiana
$5.35M +$2.63M +51,799 +94%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.19M +$160K +3,155 +3%
FWP
19
FAS Wealth Partners
Kansas
$4.85M +$446K +8,801 +10%
KAS
20
Kestra Advisory Services
Texas
$4.64M -$1.39M -27,479 -23%
GAM
21
GEM Asset Management
Michigan
$3.61M +$217K +4,279 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.56M +$31.3K +617 +0.9%
VWA
23
Visionary Wealth Advisors
Illinois
$3.48M -$8.62K -170 -0.2%
IWM
24
IHT Wealth Management
Illinois
$3.2M +$46K +907 +1%
OIA
25
OneDigital Investment Advisors
Kansas
$3.01M +$246K +4,852 +9%