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NYLIM MacKay California Muni Intermediate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$71.3M +$60.6M +2,788,137 +575%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$6.74M +310,451 +185%
WC
3
Weil Company
California
$9.49M +$107K +4,920 +1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.42M +$673K +30,993 +25%
OWA
5
Octavia Wealth Advisors
Ohio
$2.17M -$655K -30,156 -23%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.83M +$552K +25,397 +43%
BC
7
Brio Consultants
California
$1.64M +$278K +12,782 +21%
GC
8
Guggenheim Capital
Illinois
$756K +$753K +34,676 New
EW
9
Entruity Wealth
California
$716K -$1.76M -80,960 -71%
APP
10
Avantax Planning Partners
Iowa
$640K +$43.8K +2,016 +7%
IAIM
11
International Assets Investment Management
Florida
$534K +$847 +39 +0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$465K +$82.8K +3,813 +22%
OMC
13
Old Mission Capital
Illinois
$369K -$307K -14,145 -45%
Jane Street
14
Jane Street
New York
$359K -$624K -28,715 -64%
SWM
15
SeaCrest Wealth Management
New York
$325K +$100K +4,618 +45%
SFC
16
Sprinkle Financial Consultants
Colorado
$309K +$308K +14,198 New
FA
17
FF Advisors
California
$293K +$292K +13,445 New
WPC
18
Wedmont Private Capital
Pennsylvania
$248K
WA
19
Wealth Alliance
New York
$232K
AIP
20
Ameritas Investment Partners
Nebraska
$165K +$196 +9 +0.1%
CFD
21
Creative Financial Designs
Indiana
$119K +$118K +5,450 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$71.2K +$53.4K +2,459 +304%
PWA
23
Physician Wealth Advisors
Utah
$56.4K +$934 +43 +2%
SFS
24
Sunrise Financial Services
Washington
$31.6K
JP Morgan Chase
25
JP Morgan Chase
New York
$11.9K +$11.8K +543 New