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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
51
Edgewood Management
Connecticut
$377K
MNG
52
Manning & Napier Group
New York
$376K
BZWA
53
Blue Zone Wealth Advisors
California
$374K +$374K +6,555 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$368K +$368K +6,448 New
BAM
55
Belpointe Asset Management
Nevada
$354K -$4.28K -75 -1%
TSW
56
Thompson Siegel & Walmsley
Virginia
$345K
CTA
57
Chesley Taft & Associates
Illinois
$322K
FA
58
FMA Advisory
Pennsylvania
$321K
ATPW
59
Ashton Thomas Private Wealth
Arizona
$316K -$235K -4,114 -43%
CAG
60
Crestwood Advisors Group
Massachusetts
$316K
IDBONY
61
Israel Discount Bank of New York
New York
$312K
JP Morgan Chase
62
JP Morgan Chase
New York
$308K
CCM
63
Condor Capital Management
New Jersey
$297K
AT
64
Arden Trust
Delaware
$285K
CBB
65
Citizens Business Bank
California
$281K +$42.8K +750 +18%
BAAM
66
Baker Avenue Asset Management
California
$253K -$153K -2,680 -38%
W
67
WealthOne
New York
$246K +$12K +211 +5%
FCA
68
FLC Capital Advisors
California
$240K
FIM
69
Freedom Investment Management
Connecticut
$237K +$237K +4,158 New
WS
70
Wedbush Securities
California
$228K
GPA
71
Guidance Point Advisors
Massachusetts
$224K +$1.54K +27 +0.7%
FNC
72
First National Corp
Massachusetts
$215K +$215K +3,764 New
PAS
73
Park Avenue Securities
New York
$214K
JPLA
74
Joseph P. Lucia & Associates
New York
$189K
ASN
75
Advisory Services Network
Georgia
$153K +$153K +2,679 New