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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$59.1M +$59.9M +1,112,829 New
Morgan Stanley
2
Morgan Stanley
New York
$46.3M +$17.4M +324,136 +59%
HPA
3
High Probability Advisors
New York
$41.2M +$7.82M +145,357 +23%
Bank of America
4
Bank of America
North Carolina
$40.5M +$4.68M +87,081 +13%
HighTower Advisors
5
HighTower Advisors
Illinois
$30.8M +$1.48M +27,553 +5%
FWI
6
Facet Wealth Inc
Maryland
$27.8M +$813K +15,112 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24.8M -$435K -8,083 -2%
AA
8
Alesco Advisors
New York
$24.5M +$1.38M +25,582 +6%
LEA
9
Legacy Edge Advisors
New York
$18.6M +$3.05M +56,800 +19%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$17.8M +$629K +11,688 +4%
SAM
11
Satovsky Asset Management
New York
$16.7M -$528K -9,812 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.2M +$1.75M +32,456 +15%
KA
13
Klingman & Associates
New York
$12.7M +$222K +4,119 +2%
Mariner
14
Mariner
Kansas
$12M +$1.04M +19,263 +9%
RWP
15
RWA Wealth Partners
Massachusetts
$11.9M -$936K -17,412 -7%
MMA
16
Miracle Mile Advisors
California
$11.9M -$2.63M -48,836 -18%
LPL Financial
17
LPL Financial
California
$10.9M +$2.9M +53,973 +36%
JP Morgan Chase
18
JP Morgan Chase
New York
$10.2M +$924K +17,172 +10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.85M +$670K +12,462 +8%
Betterment LLC
20
Betterment LLC
New York
$8.57M +$275K +5,115 +3%
Jane Street
21
Jane Street
New York
$8.07M +$4.47M +83,191 +121%
GC
22
Guggenheim Capital
Illinois
$7.62M +$1.89M +35,221 +33%
Creative Planning
23
Creative Planning
Kansas
$6.97M +$3.28M +61,023 +87%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.48M +$334K +6,218 +5%
M
25
MYeCFO
California
$6.35M -$310K -5,760 -5%