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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
$32.7M -$252K -4,323 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.7M +$2.29M +39,266 +12%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M +$4.05M +69,476 +32%
UBS Group
4
UBS Group
Switzerland
$12.1M +$586K +10,059 +5%
HPA
5
High Probability Advisors
New York
$10.4M +$4.4M +75,462 +74%
Jane Street
6
Jane Street
New York
$8.31M -$1.04M -17,864 -11%
BFG
7
Bouchey Financial Group
New York
$6.6M +$172K +2,961 +3%
AA
8
Alesco Advisors
New York
$6.43M +$809K +13,898 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.03M -$32.3K -554 -0.6%
Betterment LLC
10
Betterment LLC
New York
$4.75M +$634K +10,880 +15%
AF
11
Arrow Financial
New York
$4.64M +$16.8K +289 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$4.53M +$135K +2,313 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.88M -$333K -5,724 -8%
LPL Financial
14
LPL Financial
California
$2.95M +$184K +3,159 +7%
Wells Fargo
15
Wells Fargo
California
$2.94M -$208K -3,573 -7%
Creative Planning
16
Creative Planning
Kansas
$2.46M -$7.81M -134,056 -76%
M&T Bank
17
M&T Bank
New York
$2.16M +$2.15M +36,930 New
ERIM
18
Eagle Ridge Investment Management
Connecticut
$1.88M +$240K +4,118 +15%
FTUS
19
Flow Traders U.S.
New York
$1.88M +$1.87M +32,147 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.72M +$476K +8,181 +38%
MWM
21
Mission Wealth Management
California
$1.63M +$256K +4,400 +19%
CAM
22
Caprin Asset Management
Virginia
$1.4M +$171K +2,934 +14%
DJSG
23
D.J. St. Germain
Massachusetts
$1.35M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.3M -$32K -549 -2%
EH
25
Equitable Holdings
New York
$1.24M +$119K +2,043 +11%