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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Condor Capital Management
New Jersey
$263K
MPPLM
52
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$240K -$2.44M -44,311 -91%
FCA
53
FLC Capital Advisors
California
$235K +$232K +4,207 New
CBB
54
Citizens Business Bank
California
$234K +$6.29K +114 +3%
GPA
55
Guidance Point Advisors
Massachusetts
$217K +$882 +16 +0.4%
PAS
56
Park Avenue Securities
New York
$209K +$207K +3,751 New
W
57
WealthOne
New York
$203K -$18.5K -336 -8%
IDBONY
58
Israel Discount Bank of New York
New York
$188K -$226K -4,090 -55%
JPLA
59
Joseph P. Lucia & Associates
New York
$173K +$171K +3,106 New
WCM
60
Wealthcare Capital Management
Virginia
$146K -$7.22K -131 -5%
GWA
61
Guidant Wealth Advisors
Illinois
$129K
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$108K
CCM
63
Covington Capital Management
California
$94K
FHA
64
Flagship Harbor Advisors
Massachusetts
$86K
TIM
65
Tortoise Investment Management
New York
$78K -$4.69K -85 -6%
AssetMark Inc
66
AssetMark Inc
California
$62K
FWM
67
Focused Wealth Management
New York
$62K
CAL
68
Capital Analysts LLC
Pennsylvania
$61K +$60.2K +1,092 New
GRP
69
Global Retirement Partners
California
$24K
CIAS
70
Capital Investment Advisory Services
North Carolina
$17K
RWA
71
Ropes Wealth Advisors
Massachusetts
$12K +$12K +218 New
FM
72
Family Management
New York
-$490K -8,941 Closed
BAM
73
Belpointe Asset Management
Nevada
-$345K -6,307 Closed
BC
74
Bartlett & Co
Ohio
-$70K -1,282 Closed
BCWM
75
Bartlett & Co Wealth Management
Ohio
-$70.2K -1,282 Closed