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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Rockbridge Investment Management
New York
$661K +$26.6K +500 +4%
Citigroup
77
Citigroup
New York
$610K +$7.46K +140 +1%
Wealthfront Advisers
78
Wealthfront Advisers
California
$608K +$231K +4,334 +61%
FTUS
79
Flow Traders U.S.
New York
$600K +$598K +11,230 New
OIA
80
OneDigital Investment Advisors
Kansas
$586K +$2.29K +43 +0.4%
IWN
81
Independent Wealth Network
Iowa
$576K +$2.45K +46 +0.4%
DCM
82
Dimension Capital Management
Florida
$561K
HVIA
83
Hudson Valley Investment Advisors
New York
$552K -$53.3K -1,000 -9%
TPA
84
Trivium Point Advisory
Connecticut
$551K +$549K +10,313 New
WANY
85
Wealthspire Advisors (New York)
New York
$543K +$542K +10,175 New
BCI
86
Brinker Capital Investments
Pennsylvania
$540K +$98.5K +1,849 +22%
OPS
87
Orion Portfolio Solutions
Nebraska
$540K +$98.5K +1,849 +22%
SPI
88
Sutton Place Investors
New York
$537K -$69.7K -1,309 -12%
IDBONY
89
Israel Discount Bank of New York
New York
$534K
WC
90
Whitney & Co
New York
$524K +$4K +75 +0.8%
Cerity Partners
91
Cerity Partners
New York
$492K
BIA
92
Bell Investment Advisors
California
$455K +$3.09K +58 +0.7%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$448K -$95.6K -1,795 -18%
GI
94
GAMMA Investing
California
$448K -$746 -14 -0.2%
GC
95
Grimes & Company
Massachusetts
$440K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$431K +$17.4K +326 +4%
BCG
97
Breakwater Capital Group
New Jersey
$431K -$179K -3,363 -29%
BMCM
98
Bryn Mawr Capital Management
Pennsylvania
$421K +$87.6K +1,644 +26%
ATS
99
Ashton Thomas Securities
New York
$405K +$372K +6,993 New
DJSG
100
D.J. St. Germain
Massachusetts
$392K