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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
$27.8M -$187K -3,233 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.9M +$244K +4,218 +1%
Morgan Stanley
3
Morgan Stanley
New York
$18.1M +$915K +15,812 +5%
UBS Group
4
UBS Group
Switzerland
$12.8M +$551K +9,532 +5%
HPA
5
High Probability Advisors
New York
$11.2M +$117K +2,030 +1%
BFG
6
Bouchey Financial Group
New York
$7.27M +$140K +2,427 +2%
AA
7
Alesco Advisors
New York
$7.18M +$589K +10,182 +9%
Betterment LLC
8
Betterment LLC
New York
$5.77M +$733K +12,668 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.67M +$520K +8,986 +10%
ACM
10
Armbruster Capital Management
New York
$5.21M +$5.2M +89,816 New
Ameriprise
11
Ameriprise
Minnesota
$5M +$75.6K +1,307 +2%
AF
12
Arrow Financial
New York
$4.38M +$253K +4,371 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.1M +$109K +1,884 +3%
IDBONY
14
Israel Discount Bank of New York
New York
$3.47M +$1.72M +29,780 +99%
Creative Planning
15
Creative Planning
Kansas
$3.1M +$389K +6,719 +14%
Wells Fargo
16
Wells Fargo
California
$2.77M +$41.1K +711 +2%
LPL Financial
17
LPL Financial
California
$2.6M +$154K +2,666 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.38M -$1.03M -17,880 -30%
OWA
19
Opal Wealth Advisors
New York
$2.23M +$2.22M +38,397 New
ERIM
20
Eagle Ridge Investment Management
Connecticut
$2.15M +$139K +2,405 +7%
M&T Bank
21
M&T Bank
New York
$2.14M
E
22
ETFidea
New York
$2.03M +$2.03M +35,057 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.99M +$1.99M +34,344 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.76M +$330K +5,713 +23%
MWM
25
Mission Wealth Management
California
$1.7M -$6.36K -110 -0.4%