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MUNY

Vanguard New York Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridgewater Advisors
New York
$29.2M +$2.22M +21,553 +8%
FF
2
Francis Financial
$17.7M +$2.14M +20,772 +14%
WAM
3
WNY Asset Management
New York
$8.48M +$224K +2,167 +3%
IC
4
IEQ Capital
California
$8.01M -$555K -5,382 -7%
OAJ
5
Ogorek Anthony Joseph
New York
$6.02M +$5.47M +53,011 +1,087%
RWM
6
Rialto Wealth Management
New York
$4.37M +$1.69M +16,413 +64%
GC
7
Guggenheim Capital
Illinois
$4.23M +$1.28M +12,446 +44%
SAI
8
Savvy Advisors Inc
New York
$3.36M +$3.33M +32,273 New
HighTower Advisors
9
HighTower Advisors
Illinois
$2.98M -$295K -2,859 -9%
TIM
10
Tortoise Investment Management
New York
$2.64M -$143K -1,387 -5%
RA
11
Rise Advisors
New York
$2.35M -$209K -2,025 -8%
Bank of America
12
Bank of America
North Carolina
$2.2M +$769K +7,448 +54%
SAM
13
Satovsky Asset Management
New York
$2.14M +$378K +3,663 +22%
AAP
14
Arax Advisory Partners
Colorado
$2.02M +$2.01M +19,456 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.75M +$120K +1,163 +7%
LPL Financial
16
LPL Financial
California
$1.69M +$987K +9,563 +143%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.44M +$301K +2,919 +27%
FM
18
Family Management
New York
$999K +$992K +9,610 New
PFS
19
Prospect Financial Services
New York
$960K +$953K +9,234 New
LWA
20
LifeGoal Wealth Advisors
New York
$888K +$7.02K +68 +0.8%
Creative Planning
21
Creative Planning
Kansas
$850K
RCYC
22
Richard C. Young & Co
Rhode Island
$703K +$697K +6,758 New
JIC
23
Joel Isaacson & Co
New York
$618K +$81.3K +788 +15%
CCG
24
Chatham Capital Group
Georgia
$614K +$10.3K +100 +2%
CAG
25
Crestwood Advisors Group
Massachusetts
$613K -$101K -980 -14%