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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.6M +$2.76M +50,144 +17%
UBS Group
2
UBS Group
Switzerland
$8.61M +$157K +2,863 +2%
Creative Planning
3
Creative Planning
Kansas
$5.58M +$271K +4,922 +5%
AF
4
Arrow Financial
New York
$4.96M -$52.2K -949 -1%
BFG
5
Bouchey Financial Group
New York
$4.88M +$340K +6,190 +7%
Morgan Stanley
6
Morgan Stanley
New York
$3.82M +$599K +10,898 +19%
Jane Street
7
Jane Street
New York
$2.92M +$2.94M +53,362 New
MPPLM
8
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.89M -$29.9K -543 -1%
Wells Fargo
9
Wells Fargo
California
$2.79M +$435K +7,908 +18%
AA
10
Alesco Advisors
New York
$2.66M -$73.2K -1,330 -3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.04M +$204K +3,717 +11%
Ameriprise
12
Ameriprise
Minnesota
$1.93M +$409K +7,435 +27%
SPIA
13
Steward Partners Investment Advisory
New York
$1.77M +$136K +2,475 +8%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$1.76M +$158K +2,872 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.57M +$21.7K +395 +1%
BRF
16
B. Riley Financial
California
$1.55M -$43.2K -785 -3%
AG
17
Advisor Group
Arizona
$1.06M +$35.7K +649 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.01M +$244K +4,445 +32%
LPL Financial
19
LPL Financial
California
$868K +$63.1K +1,147 +8%
CAM
20
Caprin Asset Management
Virginia
$725K +$171K +3,116 +31%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$716K +$719K +13,072 New
IDBONY
22
Israel Discount Bank of New York
New York
$715K -$33K -600 -4%
Betterment LLC
23
Betterment LLC
New York
$696K +$141K +2,566 +25%
AWM
24
AllSquare Wealth Management
New York
$677K +$67.9K +1,235 +11%
BlackRock
25
BlackRock
New York
$660K +$22.7K +413 +4%