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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
$19.2M +$10.3M +99,269 +116%
FF
2
Francis Financial
$13.6M +$292K +2,821 +2%
IC
3
IEQ Capital
California
$6.84M +$6.85M +66,283 New
EC
4
Elequin Capital
New York
$2.44M +$2.42M +23,420 +11,100%
Raymond James Financial
5
Raymond James Financial
Florida
$2.06M +$2.06M +19,968 New
TIM
6
Tortoise Investment Management
New York
$1.39M +$781K +7,560 +128%
SAM
7
Satovsky Asset Management
New York
$1.19M +$771K +7,463 +186%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.05M +$623K +6,025 +145%
GC
9
Guggenheim Capital
Illinois
$948K +$950K +9,188 New
Jane Street
10
Jane Street
New York
$875K -$151K -1,460 -15%
LWA
11
LifeGoal Wealth Advisors
New York
$870K
RWM
12
Rialto Wealth Management
New York
$737K +$515K +4,986 +231%
CAG
13
Crestwood Advisors Group
Massachusetts
$609K +$315K +3,045 +107%
OMC
14
Old Mission Capital
Illinois
$557K -$1.5M -14,505 -73%
AFTS
15
American Financial & Tax Strategies
New York
$516K +$158K +1,531 +44%
BIA
16
Bell Investment Advisors
California
$487K +$10.1K +98 +2%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$486K +$487K +4,710 New
SAG
18
SageView Advisory Group
California
$432K +$432K +4,182 New
BCG
19
Bravias Capital Group
New Jersey
$403K +$404K +3,908 New
CPA
20
Compass Planning Associates
Massachusetts
$400K +$401K +3,877 New
TWCA
21
Two West Capital Advisors
Kansas
$298K +$2.38K +23 +0.8%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$266K +$267K +2,580 New
JIC
23
Joel Isaacson & Co
New York
$253K +$253K +2,452 New
WANY
24
Wealthspire Advisors (New York)
New York
$216K
PAG
25
Private Advisor Group
New Jersey
$206K