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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$498K +$501K +8,625 New
MFM
52
Mirsky Financial Management
New York
$497K -$79.4K -1,367 -14%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$468K -$20.6K -354 -4%
OC
54
Oppenheimer & Co
New York
$467K +$470K +8,100 New
ACA
55
Atlas Capital Advisors
Wyoming
$456K +$459K +7,899 New
TI
56
Tidal Investments
Wisconsin
$433K +$1.45K +25 +0.3%
TIM
57
Tortoise Investment Management
New York
$428K
AAS
58
Avantax Advisory Services
Texas
$427K +$2.96K +51 +0.7%
ACA
59
Ackerman Capital Advisors
Texas
$424K
Fisher Asset Management
60
Fisher Asset Management
Washington
$396K
WS
61
Wedbush Securities
California
$376K
LNC
62
Lincoln National Corp
Pennsylvania
$363K +$94.7K +1,630 +35%
JIC
63
Joel Isaacson & Co
New York
$358K
CAG
64
Crestwood Advisors Group
Massachusetts
$355K
TSW
65
Thompson Siegel & Walmsley
Virginia
$349K
DY
66
Dowling & Yahnke
California
$323K
BAM
67
Belpointe Asset Management
Nevada
$321K -$5.52K -95 -2%
FA
68
FMA Advisory
Pennsylvania
$292K -$28.3K -488 -9%
CBB
69
Citizens Business Bank
California
$287K
MPM
70
Meritage Portfolio Management
Kansas
$282K
RJA
71
Raymond James & Associates
Florida
$275K +$29.6K +509 +12%
CTA
72
Chesley Taft & Associates
Illinois
$264K -$90.6K -1,561 -25%
SWP
73
Summit Wealth Partners
Florida
$264K
AT
74
Arden Trust
Delaware
$262K
CPSC
75
Carl P. Sherr & Co
Massachusetts
$260K +$30.2K +520 +13%