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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$606K +$16.5K +300 +3%
MWM
27
Mission Wealth Management
California
$597K +$356K +6,480 +147%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$571K -$37K -672 -6%
BFO
29
Biltmore Family Office
North Carolina
$490K
NSIM
30
North Star Investment Management
Illinois
$482K
BAM
31
Belpointe Asset Management
Nevada
$429K -$20.6K -374 -5%
Mariner
32
Mariner
Kansas
$393K +$183K +3,329 +86%
BAAM
33
Baker Avenue Asset Management
California
$391K
APA
34
American Portfolios Advisors
New York
$367K +$21K +381 +6%
SIA
35
Starfire Investment Advisers
Michigan
$357K +$359K +6,531 New
Stifel Financial
36
Stifel Financial
Missouri
$351K +$109K +1,980 +45%
HighTower Advisors
37
HighTower Advisors
Illinois
$335K -$319K -5,808 -49%
TSW
38
Thompson Siegel & Walmsley
Virginia
$331K
FA
39
FMA Advisory
Pennsylvania
$319K
MML Investors Services
40
MML Investors Services
Massachusetts
$277K -$5.22K -95 -2%
AT
41
Arden Trust
Delaware
$274K
SLA
42
Silver Lake Advisory
Utah
$243K +$440 +8 +0.2%
CTA
43
Chesley Taft & Associates
Illinois
$225K
CPIG
44
Chicago Partners Investment Group
Illinois
$167K
WCM
45
Wealthcare Capital Management
Virginia
$151K -$24.8K -451 -14%
Citigroup
46
Citigroup
New York
$126K -$262K -4,757 -67%
GWA
47
Guidant Wealth Advisors
Illinois
$126K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$91K +$91.3K +1,660 New
TIM
49
Tortoise Investment Management
New York
$71K -$305K -5,548 -81%
ACA
50
Atlas Capital Advisors
Wyoming
$68.9K +$69.2K +1,258 New