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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$204M +$2.81M +58,935 +1%
Bank of America
2
Bank of America
North Carolina
$61.9M +$7.67M +160,835 +14%
W
3
Wealthfront
California
$53.4M +$50.3M +1,055,219 +1,493%
UBS Group
4
UBS Group
Switzerland
$50.9M +$956K +20,040 +2%
Morgan Stanley
5
Morgan Stanley
New York
$49.6M -$6.39M -133,882 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.6M +$3.67M +76,959 +10%
CSIA
7
Charles Schwab Investment Advisory
California
$26.3M +$17.2M +361,267 +187%
UBS AM
8
UBS AM
Illinois
$21.2M
USAA
9
United Services Automobile Association
Texas
$20.6M +$546K +11,452 +3%
AssetMark Inc
10
AssetMark Inc
California
$19.9M -$264K -5,527 -1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$19.7M +$3.65M +76,536 +23%
Wells Fargo
12
Wells Fargo
California
$18.3M -$1.53M -32,129 -8%
FA
13
FDx Advisors
Illinois
$13.9M -$264K -5,538 -2%
Citigroup
14
Citigroup
New York
$11.8M +$100K +2,106 +0.9%
NC
15
NewSquare Capital
Pennsylvania
$8.81M +$233K +4,893 +3%
PAG
16
Pinnacle Advisory Group
Maryland
$8.6M -$161K -3,380 -2%
NMIS
17
Northwestern Mutual Investment Services
Wisconsin
$8.5M +$1.41M +29,547 +20%
JP Morgan Chase
18
JP Morgan Chase
New York
$8.41M +$1.11M +23,246 +15%
B
19
Bailard
California
$7.84M -$346K -7,257 -4%
Barclays
20
Barclays
United Kingdom
$7.06M -$297K -6,224 -4%
TFA
21
Transamerica Financial Advisors
Florida
$6.44M +$3.26M +68,323 +101%
Stifel Financial
22
Stifel Financial
Missouri
$6.34M +$406K +8,520 +7%
PFS
23
Prospera Financial Services
Texas
$6.06M +$2.06M +43,118 +51%
LG
24
Laidlaw Group
New York
$5.84M -$29.1K -610 -0.5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$5.78M -$76.4K -1,602 -1%