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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
26
D.J. St. Germain
Massachusetts
$1.48M +$185K +3,295 +14%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.46M -$64.4K -1,146 -4%
AssetMark Inc
28
AssetMark Inc
California
$1.41M +$195K +3,462 +15%
MFG
29
Magnus Financial Group
New York
$1.36M -$107K -1,902 -7%
CAM
30
Caprin Asset Management
Virginia
$1.34M +$42.9K +763 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.25M +$121K +2,158 +10%
SPIA
32
Steward Partners Investment Advisory
New York
$1.06M +$11.2K +200 +1%
CSIA
33
Conrad Siegel Investment Advisors
Pennsylvania
$1.03M +$26.9K +479 +3%
EH
34
Equitable Holdings
New York
$969K -$44.9K -798 -4%
WC
35
Whitney & Co
New York
$959K +$196K +3,490 +25%
NB
36
NBT Bank
New York
$953K
MWM
37
Mission Wealth Management
California
$935K -$681K -12,117 -41%
PAG
38
Private Advisor Group
New Jersey
$896K -$393 -7 -0%
Citigroup
39
Citigroup
New York
$883K
NSIM
40
North Star Investment Management
Illinois
$870K
APA
41
American Portfolios Advisors
New York
$847K +$9.22K +164 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$810K -$1.47M -26,138 -64%
Lazard Asset Management
43
Lazard Asset Management
New York
$807K
AllianceBernstein
44
AllianceBernstein
Tennessee
$806K +$831K +14,781 New
OIA
45
OneDigital Investment Advisors
Kansas
$779K +$103K +1,833 +15%
Stifel Financial
46
Stifel Financial
Missouri
$730K -$93.6K -1,665 -11%
TI
47
Tidal Investments
Wisconsin
$729K +$323K +5,738 +75%
RWP
48
Revolve Wealth Partners
New Jersey
$702K -$442K -7,871 -38%
OC
49
Oppenheimer & Co
New York
$665K +$73.9K +1,315 +12%
ACA
50
Atlas Capital Advisors
Wyoming
$662K +$5.06K +90 +0.7%