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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
51
Thompson Siegel & Walmsley
Virginia
$344K
FA
52
FMA Advisory
Pennsylvania
$319K
JP Morgan Chase
53
JP Morgan Chase
New York
$315K
CTA
54
Chesley Taft & Associates
Illinois
$307K
IDBONY
55
Israel Discount Bank of New York
New York
$306K +$114K +2,030 +60%
CCM
56
Condor Capital Management
New Jersey
$295K +$27.6K +490 +10%
AT
57
Arden Trust
Delaware
$284K
CAG
58
Crestwood Advisors Group
Massachusetts
$266K +$264K +4,685 New
FCA
59
FLC Capital Advisors
California
$239K
CBB
60
Citizens Business Bank
California
$238K
W
61
WealthOne
New York
$233K +$26.2K +466 +13%
GPA
62
Guidance Point Advisors
Massachusetts
$221K +$281 +5 +0.1%
MPPLM
63
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$220K -$23.8K -423 -10%
JPLA
64
Joseph P. Lucia & Associates
New York
$188K +$11.3K +200 +6%
WCM
65
Wealthcare Capital Management
Virginia
$149K +$844 +15 +0.6%
GWA
66
Guidant Wealth Advisors
Illinois
$131K
CCM
67
Covington Capital Management
California
$111K +$15.5K +275 +16%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$110K
AssetMark Inc
69
AssetMark Inc
California
$100K +$36K +640 +57%
FHA
70
Flagship Harbor Advisors
Massachusetts
$88K
TIM
71
Tortoise Investment Management
New York
$80K
FWM
72
Focused Wealth Management
New York
$63K
CAL
73
Capital Analysts LLC
Pennsylvania
$62K +$394 +7 +0.6%
GRP
74
Global Retirement Partners
California
$24K
CIAS
75
Capital Investment Advisory Services
North Carolina
$17K