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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$574M +$378M +7,442,140 +184%
Financial Engines Advisors
2
Financial Engines Advisors
California
$469M +$88.7M +1,746,065 +15%
Wealthfront Advisers
3
Wealthfront Advisers
California
$288M +$10.5M +206,184 +4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$213M -$3.1M -61,056 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$208M +$208M +4,094,161 +7,061%
Betterment LLC
6
Betterment LLC
New York
$202M +$42M +827,855 +26%
Morgan Stanley
7
Morgan Stanley
New York
$195M +$136M +2,669,189 +217%
Bank of America
8
Bank of America
North Carolina
$187M -$21.6M -425,760 -10%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$109M -$7.08M -139,329 -6%
UBS Group
10
UBS Group
Switzerland
$87.9M -$34.6M -681,354 -28%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$81.2M -$58.1M -1,144,454 -41%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$35.2M +$34.1M +672,279 +2,136%
AssetMark Inc
13
AssetMark Inc
California
$29.9M -$428K -8,436 -1%
Citigroup
14
Citigroup
New York
$29.8M -$1.11M -21,847 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$29.8M +$953K +18,761 +3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$29.7M +$30.2M +594,286 New
RWM
17
Ritholtz Wealth Management
New York
$27.8M -$2.57M -50,533 -8%
SPC
18
Silver Point Capital
Connecticut
$23M +$23.4M +460,000 New
Wells Fargo
19
Wells Fargo
California
$18.2M -$2.61M -51,372 -12%
LPL Financial
20
LPL Financial
California
$18M +$1.91M +37,554 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$14.8M -$718K -14,140 -5%
CAG
22
Crestwood Advisors Group
Massachusetts
$14.5M -$1.17M -23,075 -7%
Ameriprise
23
Ameriprise
Minnesota
$13.2M -$1.14M -22,484 -8%
Stifel Financial
24
Stifel Financial
Missouri
$13.1M +$4.68M +92,191 +54%
NAS
25
Nicolet Advisory Services
Wisconsin
$10.1M -$2.37M -46,641 -19%