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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$728K -$837K -15,915 -52%
Goldman Sachs
52
Goldman Sachs
New York
$721K
WC
53
Whitney & Co
New York
$710K -$216K -4,100 -23%
MML Investors Services
54
MML Investors Services
Massachusetts
$695K -$222K -4,216 -23%
LFA
55
Level Financial Advisors
New York
$693K +$574K +10,905 +391%
FA
56
Flagstar Advisors
New York
$692K +$137K +2,601 +23%
OC
57
Oppenheimer & Co
New York
$628K -$5.26K -100 -0.8%
NSIM
58
North Star Investment Management
Illinois
$605K -$210K -4,000 -25%
RIM
59
Rockbridge Investment Management
New York
$601K
AF
60
Allworth Financial
California
$556K +$578K +10,990 New
B
61
Bailard
California
$546K +$355K +6,737 +166%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$522K +$543K +10,322 New
TIAM2
63
Tru Independence Asset Management 2
Oregon
$502K -$20.9K -398 -4%
Stifel Financial
64
Stifel Financial
Missouri
$447K +$108K +2,059 +30%
IWN
65
Independent Wealth Network
Iowa
$444K +$8K +152 +2%
CBB
66
Citizens Business Bank
California
$432K +$25.8K +491 +6%
Deutsche Bank
67
Deutsche Bank
Germany
$430K
KAS
68
Kestra Advisory Services
Texas
$422K +$102K +1,945 +30%
BRC
69
Bell Rock Capital
Delaware
$385K +$400K +7,608 New
WS
70
Wedbush Securities
California
$380K
AAS
71
Avantax Advisory Services
Texas
$374K +$18.5K +351 +5%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$370K +$150K +2,854 +64%
Fisher Asset Management
73
Fisher Asset Management
Washington
$347K
AWM
74
AllSquare Wealth Management
New York
$340K -$64K -1,217 -15%
TI
75
Tidal Investments
Wisconsin
$332K +$1.05K +20 +0.3%