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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
76
L.J. Altfest & Co
New York
$522K +$538K +10,232 New
Citigroup
77
Citigroup
New York
$511K +$35.2K +670 +7%
Citadel Advisors
78
Citadel Advisors
Florida
$442K +$455K +8,658 New
BIA
79
Bell Investment Advisors
California
$426K +$439K +8,357 New
BCI
80
Brinker Capital Investments
Pennsylvania
$422K -$343K -6,524 -44%
OPS
81
Orion Portfolio Solutions
Nebraska
$422K -$343K -6,524 -44%
BCG
82
Breakwater Capital Group
New Jersey
$408K -$341K -6,478 -44%
BMCM
83
Bryn Mawr Capital Management
Pennsylvania
$394K +$406K +7,727 New
EWM
84
Elevatus Welath Management
New York
$383K +$210 +4 +0.1%
VAF
85
Values Added Financial
District of Columbia
$366K
RJA
86
Raymond James & Associates
Florida
$351K -$29.2K -555 -7%
VAS
87
Valicenti Advisory Services
New York
$341K
Deutsche Bank
88
Deutsche Bank
Germany
$339K -$18.4K -350 -5%
AWM
89
AllSquare Wealth Management
New York
$327K
Stifel Financial
90
Stifel Financial
Missouri
$325K -$90.3K -1,718 -21%
MW
91
MBL Wealth
North Carolina
$316K +$26.3K +500 +9%
BSWM
92
Boston Standard Wealth Management
Massachusetts
$314K +$324K +6,163 New
WA
93
Wealth Alliance
New York
$298K +$8.68K +165 +3%
GFL
94
Granite FO LLC
New Hampshire
$288K
AAS
95
Avantax Advisory Services
Texas
$271K -$110K -2,088 -28%
EWA
96
EP Wealth Advisors
California
$265K -$315K -5,993 -54%
JP Morgan Chase
97
JP Morgan Chase
New York
$242K +$134K +2,544 +115%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$231K +$238K +4,526 New
ACA
99
Ackerman Capital Advisors
Texas
$228K -$12.8K -244 -5%
TIM
100
Tortoise Investment Management
New York
$225K +$30.6K +582 +15%