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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$2.01M +$76.4K +1,480 +4%
SIC
27
Sterling Investment Counsel
New York
$1.96M +$830K +16,084 +75%
E
28
ETFidea
New York
$1.9M -$90.3K -1,751 -5%
Wells Fargo
29
Wells Fargo
California
$1.82M -$930K -18,024 -34%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.7M -$302K -5,851 -15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.62M +$1.6M +30,982 New
Creative Planning
32
Creative Planning
Kansas
$1.58M -$852K -16,523 -35%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.55M +$80.7K +1,564 +6%
AF
34
Allworth Financial
California
$1.52M +$934K +18,100 +165%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.45M -$310K -6,013 -18%
OWA
36
Opal Wealth Advisors
New York
$1.38M -$1.87M -36,156 -58%
MWM
37
Merriman Wealth Management
Washington
$1.37M +$1.35M +26,191 New
IDBONY
38
Israel Discount Bank of New York
New York
$1.32M -$506K -9,810 -28%
LFA
39
Level Financial Advisors
New York
$1.26M +$533K +10,327 +75%
EH
40
Equitable Holdings
New York
$1.26M +$1.03M +19,874 +480%
CAN
41
Cetera Advisor Networks
California
$1.11M +$786K +15,237 +257%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.04M +$1.02M +19,795 New
SPIA
43
Steward Partners Investment Advisory
New York
$1.02M
CSIA
44
Conrad Siegel Investment Advisors
Pennsylvania
$1M +$74.8K +1,450 +8%
CAM
45
Caprin Asset Management
Virginia
$945K -$363K -7,031 -28%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$924K +$910K +17,636 New
HVIA
47
Hudson Valley Investment Advisors
New York
$888K
OIA
48
OneDigital Investment Advisors
Kansas
$880K +$87.3K +1,692 +11%
MFS
49
McNamara Financial Services
Massachusetts
$874K
Citigroup
50
Citigroup
New York
$857K +$8.77K +170 +1%