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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$501M – – –
Bank of America
2
Bank of America
North Carolina
$352M +$66.3M +1,442,126 +22%
Morgan Stanley
3
Morgan Stanley
New York
$349M -$2.98M -64,741 -0.8%
Fisher Asset Management
4
Fisher Asset Management
Washington
$312M +$131M +2,859,356 +68%
Wealthfront Advisers
5
Wealthfront Advisers
California
$188M -$249M -5,423,848 -56%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$150M +$5.98M +130,047 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$56.4M +$11.9M +258,796 +25%
Financial Engines Advisors
8
Financial Engines Advisors
California
$47.9M -$2.84M -61,753 -5%
MAM
9
Meeder Asset Management
Ohio
$39.5M +$41.3M +897,213 New
UBS Group
10
UBS Group
Switzerland
$39.1M +$7.92M +172,168 +24%
Jane Street
11
Jane Street
New York
$32.2M +$9.92M +215,665 +42%
LPL Financial
12
LPL Financial
California
$27.1M +$3.23M +70,200 +13%
AssetMark Inc
13
AssetMark Inc
California
$25.9M +$5.3M +115,178 +24%
PPW
14
Parcion Private Wealth
Washington
$21.9M -$420K -9,128 -2%
Stifel Financial
15
Stifel Financial
Missouri
$18.1M +$3.78M +82,300 +25%
CI
16
CX Institutional
Indiana
$17M +$3.28M +71,257 +23%
GAG
17
Goodman Advisory Group
Massachusetts
$16.8M +$17.6M +381,765 +65,822%
JWM
18
JFG Wealth Management
Colorado
$16.8M +$17.3M +376,782 +8,515%
Wells Fargo
19
Wells Fargo
California
$16.6M -$124K -2,690 -0.7%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$13.8M +$10.2M +222,603 +242%
BFA
21
Beaumont Financial Advisors
Massachusetts
$13M -$3.78M -82,293 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$12.5M +$2.65M +57,574 +25%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$12.4M +$12.6M +274,929 +4,412%
ML
24
McAdam LLC
Pennsylvania
$12.2M +$2.31M +50,324 +22%
OPS
25
Orion Portfolio Solutions
Nebraska
$12.2M +$12.2M +264,266 +2,106%
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