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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$539M +$338M +7,530,960 +176%
Bank of America
2
Bank of America
North Carolina
$523M +$155M +3,460,945 +43%
Morgan Stanley
3
Morgan Stanley
New York
$389M +$26.2M +583,276 +7%
Betterment LLC
4
Betterment LLC
New York
$245M -$249M -5,555,070 -51%
Fisher Asset Management
5
Fisher Asset Management
Washington
$204M -$118M -2,616,911 -37%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$154M -$1.69M -37,738 -1%
Jane Street
7
Jane Street
New York
$114M +$79.2M +1,763,826 +241%
B
8
Bailard
California
$88.6M +$78.7M +1,752,137 +926%
UBS Group
9
UBS Group
Switzerland
$80.4M +$39.2M +873,416 +98%
LPL Financial
10
LPL Financial
California
$76M +$47.2M +1,050,706 +171%
SFA
11
Sequoia Financial Advisors
Ohio
$67.3M +$60.6M +1,348,483 +1,068%
PFO
12
Pathstone Family Office
New Jersey
$67.2M +$66.2M +1,474,056 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$63.2M +$4.64M +103,216 +8%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50M +$49.3M +1,096,883 New
HSA
15
HBK Sorce Advisory
Pennsylvania
$44M +$36.2M +806,565 +513%
Financial Engines Advisors
16
Financial Engines Advisors
California
$38.4M -$11.1M -247,652 -23%
AssetMark Inc
17
AssetMark Inc
California
$28M +$1.17M +25,987 +4%
Citigroup
18
Citigroup
New York
$20.9M +$17.9M +399,332 +673%
CFB
19
Cullen/Frost Bankers
Texas
$20.4M +$13.3M +296,237 +197%
FTUS
20
Flow Traders U.S.
New York
$18.4M +$18.1M +402,998 New
CI
21
CX Institutional
Indiana
$17.5M -$124K -2,750 -0.7%
JWA
22
JFS Wealth Advisors
Pennsylvania
$17.3M +$9.74M +216,814 +134%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$17.2M +$2.82M +62,892 +20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$15.9M +$4.11M +91,581 +36%
Stifel Financial
25
Stifel Financial
Missouri
$15.6M -$3.15M -70,168 -17%