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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
$251K +$22.1K +383 +10%
RJA
77
Raymond James & Associates
Florida
$248K +$23.3K +405 +10%
WAM
78
WNY Asset Management
New York
$246K +$243K +4,220 New
CB
79
Community Bank
New York
$245K -$48.4K -840 -17%
FCA
80
FLC Capital Advisors
California
$245K
MFA
81
Mayflower Financial Advisors
Massachusetts
$242K +$240K +4,161 New
MMA
82
Miracle Mile Advisors
California
$236K -$6.05K -105 -3%
NCP
83
NexWave Capital Partners
New York
$233K +$231K +4,000 New
CPSC
84
Carl P. Sherr & Co
Massachusetts
$232K +$229K +3,980 New
GPA
85
Guidance Point Advisors
Massachusetts
$229K -$1.21K -21 -0.5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$218K
ADL
87
Asset Dedication LLC
California
$218K +$216K +3,750 New
MW
88
MBL Wealth
North Carolina
$205K +$202K +3,500 New
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K -$218K -3,779 -52%
JPLA
90
Joseph P. Lucia & Associates
New York
$175K +$173K +3,006 New
RIM
91
Rockbridge Investment Management
New York
$164K
APWM
92
Atlas Private Wealth Management
New York
$156K
EWA
93
EP Wealth Advisors
California
$135K +$133K +2,314 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$112K
PG
95
Proffitt & Goodson
Tennessee
$109K +$1.84K +32 +2%
CCM
96
Covington Capital Management
California
$106K
CAL
97
Capital Analysts LLC
Pennsylvania
$90K +$576 +10 +0.7%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$50K
FWM
99
Focused Wealth Management
New York
$47K
VRM
100
Vectors Research Management
New York
$45K +$11.5K +200 +35%