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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
76
Breakwater Capital Group
New Jersey
$615K +$55K +1,020 +10%
SPI
77
Sutton Place Investors
New York
$612K +$263K +4,878 +75%
Citigroup
78
Citigroup
New York
$607K +$68.5K +1,270 +13%
HVIA
79
Hudson Valley Investment Advisors
New York
$603K +$53.9K +1,000 +10%
OIA
80
OneDigital Investment Advisors
Kansas
$588K -$96.2K -1,785 -14%
IWN
81
Independent Wealth Network
Iowa
$578K +$4.37K +81 +0.8%
DCM
82
Dimension Capital Management
Florida
$565K +$566K +10,500 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$548K +$28K +519 +5%
IDBONY
84
Israel Discount Bank of New York
New York
$538K -$925K -17,165 -63%
WC
85
Whitney & Co
New York
$524K -$8.63K -160 -2%
Cerity Partners
86
Cerity Partners
New York
$496K +$174K +3,233 +54%
BIA
87
Bell Investment Advisors
California
$456K +$2K +37 +0.4%
AFG
88
Atomi Financial Group
New York
$454K +$455K +8,434 New
GI
89
GAMMA Investing
California
$452K +$755 +14 +0.2%
BCI
90
Brinker Capital Investments
Pennsylvania
$445K
OPS
91
Orion Portfolio Solutions
Nebraska
$445K
GC
92
Grimes & Company
Massachusetts
$444K +$445K +8,250 New
BMCM
93
Bryn Mawr Capital Management
Pennsylvania
$420K -$84.1K -1,559 -20%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$417K +$418K +7,750 New
EWM
95
Elevatus Welath Management
New York
$404K +$162 +3 +0%
DJSG
96
D.J. St. Germain
Massachusetts
$395K
Wealthfront Advisers
97
Wealthfront Advisers
California
$380K +$13K +241 +4%
RJA
98
Raymond James & Associates
Florida
$375K +$1.67K +31 +0.4%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$368K -$3.4K -63 -0.9%
VAS
100
Valicenti Advisory Services
New York
$359K