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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
$10.3M
WC
2
Weil Company
California
$8.89M +$577K +27,331 +7%
EW
3
Entruity Wealth
California
$2.33M -$13.2K -624 -0.6%
BC
4
Brio Consultants
California
$551K +$546K +25,843 New
IAIM
5
International Assets Investment Management
Florida
$519K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$204K +$202K +9,574 New
PWA
7
Physician Wealth Advisors
Utah
$46.8K +$1.65K +78 +4%
UBS Group
8
UBS Group
Switzerland
$30.6K +$26.2K +1,243 +647%
Morgan Stanley
9
Morgan Stanley
New York
$30 +$21 +1 New
HighTower Advisors
10
HighTower Advisors
Illinois
-$761K -35,610 Closed
Jane Street
11
Jane Street
New York
-$618K -28,941 Closed