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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
51
WealthOne
New York
$217K +$215K +3,969 New
GPA
52
Guidance Point Advisors
Massachusetts
$212K +$210K +3,885 New
WCM
53
Wealthcare Capital Management
Virginia
$150K +$1.19K +22 +0.8%
GWA
54
Guidant Wealth Advisors
Illinois
$126K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$106K
CCM
56
Covington Capital Management
California
$92K
FHA
57
Flagship Harbor Advisors
Massachusetts
$84K
TIM
58
Tortoise Investment Management
New York
$81K +$10K +185 +14%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$70.2K +$69.3K +1,282 New
BC
60
Bartlett & Co
Ohio
$70K +$69.3K +1,282 New
FWM
61
Focused Wealth Management
New York
$61K
AssetMark Inc
62
AssetMark Inc
California
$61K +$60.2K +1,114 New
OIA
63
OneDigital Investment Advisors
Kansas
$55K +$54.3K +1,004 New
PG
64
Patten Group
Tennessee
$44K
JP Morgan Chase
65
JP Morgan Chase
New York
$41K
GRP
66
Global Retirement Partners
California
$23K
CIAS
67
Capital Investment Advisory Services
North Carolina
$16K +$16.2K +300 New
BRF
68
B. Riley Financial
California
-$1.46M -26,809 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
-$1.05M -19,302 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$594K -10,921 Closed
SIA
71
Starfire Investment Advisers
Michigan
-$355K -6,544 Closed
SLA
72
Silver Lake Advisory
Utah
-$242K -4,460 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$232K -4,270 Closed
CPIG
74
Chicago Partners Investment Group
Illinois
-$164K -3,040 Closed
IA
75
IFP Advisors
Florida
-$5K -92 Closed