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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
51
Conrad Siegel Investment Advisors
Pennsylvania
$1.03M +$5.84K +111 +0.6%
PAG
52
Private Advisor Group
New Jersey
$1.02M -$26.7K -508 -2%
PG
53
Proffitt & Goodson
Tennessee
$956K +$89K +1,693 +10%
AWS
54
Atria Wealth Solutions
New York
$950K -$781K -14,857 -44%
WC
55
Whitney & Co
New York
$908K +$20.2K +385 +2%
CPIG
56
Chicago Partners Investment Group
Illinois
$880K +$999 +19 +0.1%
SPIA
57
Steward Partners Investment Advisory
New York
$864K -$188K -3,568 -17%
SIC
58
Sterling Investment Counsel
New York
$829K +$386K +7,338 +82%
MML Investors Services
59
MML Investors Services
Massachusetts
$828K +$68.2K +1,297 +9%
RWP
60
Revolve Wealth Partners
New Jersey
$816K +$44.4K +845 +6%
HVIA
61
Hudson Valley Investment Advisors
New York
$801K -$7.89K -150 -0.9%
WAM
62
WNY Asset Management
New York
$760K +$784K +14,900 New
MFG
63
Magnus Financial Group
New York
$733K +$100K +1,904 +15%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$727K +$749K +14,239 New
FA
65
Flagstar Advisors
New York
$726K +$8.47K +161 +1%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$707K
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$693K -$78.7K -1,496 -10%
OIA
68
OneDigital Investment Advisors
Kansas
$674K -$11K -210 -2%
Cerity Partners
69
Cerity Partners
New York
$637K +$657K +12,492 New
Goldman Sachs
70
Goldman Sachs
New York
$614K +$633K +12,034 New
RIM
71
Rockbridge Investment Management
New York
$611K
NSIM
72
North Star Investment Management
Illinois
$610K
CBB
73
Citizens Business Bank
California
$583K +$69.4K +1,319 +13%
IWN
74
Independent Wealth Network
Iowa
$540K +$3.05K +58 +0.6%
KC
75
Kades & Cheifetz
Pennsylvania
$533K +$1.1K +21 +0.2%