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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$205K +$213K +3,734 New
Raymond James & Associates
77
Raymond James & Associates
Florida
$202K +$204K +3,582 New
JPLA
78
Joseph P. Lucia & Associates
New York
$187K – – –
APWM
79
Atlas Private Wealth Management
New York
$151K – – –
WCM
80
Wealthcare Capital Management
Virginia
$151K +$514 +9 +0.3%
Covington Capital Management
81
Covington Capital Management
California
$117K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$109K – – –
FHA
83
Flagship Harbor Advisors
Massachusetts
$88K – – –
Capital Analysts LLC
84
Capital Analysts LLC
Pennsylvania
$86K +$23.1K +404 +36%
BAM
85
Barrett Asset Management
New York
$85K – – –
Bartlett & Co
86
Bartlett & Co
Ohio
$57K +$57.1K +1,000 New
Bartlett & Co Wealth Management
87
Bartlett & Co Wealth Management
Ohio
$56.5K – – –
FWM
88
Focused Wealth Management
New York
$46K – – –
Global Retirement Partners
89
Global Retirement Partners
California
$24K – – –
RWA
90
Ropes Wealth Advisors
Massachusetts
$22K -$2.23K -39 -9%
CIAS
91
Capital Investment Advisory Services
North Carolina
$17K – – –
IFP Advisors
92
IFP Advisors
Florida
$13K -$6.11K -107 -32%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
WIC
94
Whitegate Investment Counselors
New Hampshire
– -$4.24M -74,325 Closed
W
95
WealthOne
New York
– -$246K -4,312 Closed
Park Avenue Securities
96
Park Avenue Securities
New York
– -$214K -3,751 Closed
Advisory Services Network
97
Advisory Services Network
Georgia
– -$153K -2,679 Closed
HWM
98
Howard Wealth Management
Connecticut
– -$92K -1,630 Closed
SIC
99
Samalin Investment Counsel
New York
– -$1K -18 Closed