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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$555K -$16.6K -304 -3%
NSIM
27
North Star Investment Management
Illinois
$482K
Bank of New York Mellon
28
Bank of New York Mellon
New York
$459K +$458K +8,383 New
BAM
29
Belpointe Asset Management
Nevada
$430K
RJT
30
Raymond James Trust
Florida
$429K +$427K +7,824 New
Mariner
31
Mariner
Kansas
$393K
BAAM
32
Baker Avenue Asset Management
California
$391K
BFO
33
Biltmore Family Office
North Carolina
$390K -$99.6K -1,825 -20%
HighTower Advisors
34
HighTower Advisors
Illinois
$381K +$46.8K +857 +14%
APA
35
American Portfolios Advisors
New York
$364K -$4.15K -76 -1%
SIA
36
Starfire Investment Advisers
Michigan
$358K +$382 +7 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$351K
TSW
38
Thompson Siegel & Walmsley
Virginia
$332K
FA
39
FMA Advisory
Pennsylvania
$319K
AT
40
Arden Trust
Delaware
$274K
SLA
41
Silver Lake Advisory
Utah
$244K -$123K -2,246 -51%
IDBONY
42
Israel Discount Bank of New York
New York
$233K -$479K -8,780 -67%
CTA
43
Chesley Taft & Associates
Illinois
$225K
CPIG
44
Chicago Partners Investment Group
Illinois
$167K
WCM
45
Wealthcare Capital Management
Virginia
$152K +$873 +16 +0.6%
Citigroup
46
Citigroup
New York
$128K +$1.09K +20 +0.9%
GWA
47
Guidant Wealth Advisors
Illinois
$126K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$106K +$15K +275 +17%
FHA
49
Flagship Harbor Advisors
Massachusetts
$84K +$84.6K +1,550 New
RWP
50
RWA Wealth Partners
Massachusetts
$83K +$57.3K +1,050 +226%