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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Personal Capital Advisors
California
$200K +$197K +3,482 New
JPLA
77
Joseph P. Lucia & Associates
New York
$197K +$6.39K +113 +3%
RIM
78
Rockbridge Investment Management
New York
$162K +$159K +2,820 New
APWM
79
Atlas Private Wealth Management
New York
$154K – – –
CCM
80
Covington Capital Management
California
$119K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$111K – – –
CAN
82
Cetera Advisor Networks
California
$109K +$107K +1,900 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$89K – – –
CAL
84
Capital Analysts LLC
Pennsylvania
$88K +$452 +8 +0.5%
BAM
85
Barrett Asset Management
New York
$86K – – –
BC
86
Bartlett & Co
Ohio
$58K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$57.5K – – –
FWM
88
Focused Wealth Management
New York
$46K – – –
PG
89
Proffitt & Goodson
Tennessee
$30K +$30K +530 New
GRP
90
Global Retirement Partners
California
$25K – – –
CHA
91
Carmichael Hill & Associates
Maryland
$23K +$22.8K +404 New
RWA
92
Ropes Wealth Advisors
Massachusetts
$22K – – –
CIAS
93
Capital Investment Advisory Services
North Carolina
$17K – – –
LWM
94
Lenox Wealth Management
Ohio
$15K +$14.8K +261 New
IA
95
IFP Advisors
Florida
$13K – – –
ACA
96
Atlas Capital Advisors
Wyoming
$10.1K +$9.9K +175 New
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$6.43M -113,801 Closed
BRWM
98
B. Riley Wealth Management
Tennessee
– -$1.03M -18,239 Closed
BlackRock
99
BlackRock
New York
– -$493K -8,720 Closed
BFO
100
Biltmore Family Office
North Carolina
– -$403K -7,125 Closed