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MUNY

Vanguard New York Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
26
Ogorek Anthony Joseph
New York
$499K +$506K +4,879 New
Raymond James Financial
27
Raymond James Financial
Florida
$487K -$1.58M -15,218 -76%
BIA
28
Bell Investment Advisors
California
$486K +$2.59K +25 +0.5%
CPA
29
Compass Planning Associates
Massachusetts
$446K +$49.8K +480 +12%
SAG
30
SageView Advisory Group
California
$428K
WANY
31
Wealthspire Advisors (New York)
New York
$422K +$210K +2,026 +97%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$308K +$44.2K +426 +17%
TWCA
33
Two West Capital Advisors
Kansas
$301K +$2.38K +23 +0.8%
CNC
34
Canandaigua National Corp
New York
$279K +$283K +2,728 New
PWM
35
Platt Wealth Management
California
$245K +$249K +2,400 New
HF
36
HRT Financial
New York
$234K +$237K +2,290 New
BFG
37
Bouchey Financial Group
New York
$203K
AAG
38
Armstrong Advisory Group
Massachusetts
$197K +$200K +1,926 New
EC
39
Elequin Capital
New York
$164K -$2.28M -22,034 -93%
SAM
40
S.A. Mason
Michigan
$114K +$115K +1,110 New
FAI
41
Fiduciary Advisors Inc
Missouri
$44.5K +$3.21K +31 +8%
PA
42
Parallel Advisors
California
$28.7K
UBS Group
43
UBS Group
Switzerland
$10.2K +$10.4K +100 New
Morgan Stanley
44
Morgan Stanley
New York
$130 +$104 +1 New
OMC
45
Old Mission Capital
Illinois
-$557K -5,393 Closed
BCG
46
Bravias Capital Group
New Jersey
-$403K -3,908 Closed
PAG
47
Private Advisor Group
New Jersey
-$206K -2,000 Closed