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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$398K +$93.9K +1,645 +30%
FFG
52
Frisch Financial Group
New York
$396K
RJFSA
53
Raymond James Financial Services Advisors
Florida
$377K +$12.7K +222 +3%
Edgewood Management
54
Edgewood Management
Connecticut
$373K
BZWA
55
Blue Zone Wealth Advisors
California
$370K
CAG
56
Crestwood Advisors Group
Massachusetts
$355K +$42.8K +750 +14%
CTA
57
Chesley Taft & Associates
Illinois
$348K +$28.5K +500 +9%
AAS
58
Avantax Advisory Services
Texas
$346K +$349K +6,113 New
TSW
59
Thompson Siegel & Walmsley
Virginia
$342K
BAM
60
Belpointe Asset Management
Nevada
$334K -$16.8K -295 -5%
PGAM
61
Princeton Global Asset Management
New Jersey
$319K +$323K +5,651 New
FA
62
FMA Advisory
Pennsylvania
$313K -$4.97K -87 -2%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$312K -$1.71K -30 -0.5%
CCM
64
Condor Capital Management
New Jersey
$294K
IDBONY
65
Israel Discount Bank of New York
New York
$292K -$17.1K -300 -5%
SWP
66
Summit Wealth Partners
Florida
$281K -$138K -2,416 -33%
CBB
67
Citizens Business Bank
California
$279K
AT
68
Arden Trust
Delaware
$256K -$26.3K -460 -9%
BAAM
69
Baker Avenue Asset Management
California
$251K
FNC
70
First National Corp
Massachusetts
$243K
FIM
71
Freedom Investment Management
Connecticut
$242K +$1.37K +24 +0.6%
WA
72
Wealth Alliance
New York
$239K +$241K +4,227 New
FCA
73
FLC Capital Advisors
California
$231K
WS
74
Wedbush Securities
California
$226K
GPA
75
Guidance Point Advisors
Massachusetts
$221K -$799 -14 -0.4%