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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
$454M -$25.7M -494,700 -5%
Morgan Stanley
2
Morgan Stanley
New York
$359M +$155M +2,982,528 +76%
Wealthfront Advisers
3
Wealthfront Advisers
California
$340M -$4.28M -82,287 -1%
Bank of America
4
Bank of America
North Carolina
$277M +$24.8M +477,036 +10%
Fisher Asset Management
5
Fisher Asset Management
Washington
$217M +$3.44M +66,100 +2%
Betterment LLC
6
Betterment LLC
New York
$195M -$6.94M -133,465 -3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$143M +$10.4M +199,515 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$68.1M -$2.41M -46,262 -3%
LPL Financial
9
LPL Financial
California
$63.8M +$3.41M +65,490 +6%
UBS Group
10
UBS Group
Switzerland
$62.8M -$946K -18,191 -1%
Financial Engines Advisors
11
Financial Engines Advisors
California
$55.8M +$3.37M +64,717 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$43.6M +$2.16M +41,551 +5%
Citigroup
13
Citigroup
New York
$29.9M -$894K -17,192 -3%
Jane Street
14
Jane Street
New York
$26.7M -$21.4M -411,953 -45%
AssetMark Inc
15
AssetMark Inc
California
$25.7M +$4.5M +86,440 +21%
RWM
16
Ritholtz Wealth Management
New York
$25M +$289K +5,560 +1%
Wells Fargo
17
Wells Fargo
California
$22.6M -$216K -4,147 -0.9%
5L
18
55I LLC
Massachusetts
$19.9M +$507K +9,744 +3%
CI
19
CX Institutional
Indiana
$19.4M +$666K +12,808 +4%
Ameriprise
20
Ameriprise
Minnesota
$18M -$3.16M -60,645 -15%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M -$2.88M -55,318 -14%
Barclays
22
Barclays
United Kingdom
$15.7M +$15.7M +301,382 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$15.5M +$2.09M +40,110 +16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$14.3M +$775K +14,886 +6%
Stifel Financial
25
Stifel Financial
Missouri
$13.9M +$1.47M +28,204 +12%