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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$59.1M -$906K -16,911 -2%
HPA
2
High Probability Advisors
New York
$51.5M +$9.69M +180,940 +23%
Morgan Stanley
3
Morgan Stanley
New York
$50M +$3.02M +56,363 +6%
Bank of America
4
Bank of America
North Carolina
$45.3M +$4.1M +76,517 +10%
HighTower Advisors
5
HighTower Advisors
Illinois
$33.3M +$2.03M +37,993 +7%
FWI
6
Facet Wealth Inc
Maryland
$30.8M +$2.58M +48,134 +9%
AA
7
Alesco Advisors
New York
$26.7M +$1.83M +34,174 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$26.2M +$1.05M +19,619 +4%
LEA
9
Legacy Edge Advisors
New York
$19.7M +$833K +15,563 +4%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$17.7M -$379K -7,072 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16.5M +$3.09M +57,690 +23%
SAM
12
Satovsky Asset Management
New York
$16.5M -$463K -8,642 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.6M +$3.22M +60,208 +31%
LPL Financial
14
LPL Financial
California
$12.7M +$1.68M +31,370 +15%
KA
15
Klingman & Associates
New York
$12.7M -$207K -3,865 -2%
MMA
16
Miracle Mile Advisors
California
$12.6M +$578K +10,794 +5%
Mariner
17
Mariner
Kansas
$12.3M +$92.3K +1,724 +0.8%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$11.3M +$2.26M +42,281 +25%
RWP
19
RWA Wealth Partners
Massachusetts
$9.41M -$2.7M -50,426 -22%
Betterment LLC
20
Betterment LLC
New York
$9.03M +$335K +6,250 +4%
GC
21
Guggenheim Capital
Illinois
$9M +$1.27M +23,656 +16%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$8.47M +$6.97M +130,233 +471%
Creative Planning
23
Creative Planning
Kansas
$7.8M +$723K +13,503 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.8M +$225K +4,204 +3%
M
25
MYeCFO
California
$6.08M -$364K -6,800 -6%