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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.58M -$803K -15,450 -15%
WIC
27
Whitegate Investment Counselors
New Hampshire
$4.55M -$1.14M -21,945 -20%
AF
28
Arrow Financial
New York
$4.5M -$126K -2,429 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$4.46M +$1.41M +27,049 +46%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$3.96M +$335K +6,450 +9%
Goldman Sachs
31
Goldman Sachs
New York
$3.83M +$86K +1,653 +2%
Creative Planning
32
Creative Planning
Kansas
$3.56M +$830K +15,970 +31%
AssetMark Inc
33
AssetMark Inc
California
$3.42M -$263K -5,050 -7%
JJBC
34
James J. Burns & Company
New York
$3.06M -$316K -6,078 -9%
CFP
35
Cascade Financial Partners
California
$3.04M
Wells Fargo
36
Wells Fargo
California
$2.89M +$83.3K +1,601 +3%
NA
37
Note Advisors
New York
$2.85M +$142K +2,724 +5%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.75M -$1.75M -33,615 -39%
CIC
39
Carnegie Investment Counsel
Ohio
$2.66M +$85.7K +1,649 +3%
SWA
40
SOA Wealth Advisors
New York
$2.59M +$1.17M +22,450 +82%
Ameriprise
41
Ameriprise
Minnesota
$2.51M -$2.49M -47,949 -50%
WPC
42
Wedmont Private Capital
Pennsylvania
$2.43M +$2.13K +41 +0.1%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$2.42M +$13.7K +264 +0.6%
BS
44
Brighton Securities
New York
$2.41M -$77.3K -1,487 -3%
FF
45
Francis Financial
$2.36M -$7.06M -135,782 -75%
DW
46
Durante & Waters
New York
$2.3M -$6.29K -121 -0.3%
KAS
47
Kestra Advisory Services
Texas
$2.21M +$1.9M +36,452 +608%
NW
48
NewEdge Wealth
Pennsylvania
$2.18M -$199K -3,834 -8%
B
49
Bailard
California
$2.08M +$17.3K +332 +0.8%
LFA
50
Level Financial Advisors
New York
$2.07M +$215K +4,133 +12%