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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$281K -$43.7K -750 -13%
CTA
77
Chesley Taft & Associates
Illinois
$268K
SWP
78
Summit Wealth Partners
Florida
$267K
AT
79
Arden Trust
Delaware
$265K
BAAM
80
Baker Avenue Asset Management
California
$260K
WAM
81
WNY Asset Management
New York
$247K
FCA
82
FLC Capital Advisors
California
$246K
MFA
83
Mayflower Financial Advisors
Massachusetts
$243K
CB
84
Community Bank
New York
$238K -$7.05K -121 -3%
JPLA
85
Joseph P. Lucia & Associates
New York
$234K +$58.2K +1,000 +33%
GPA
86
Guidance Point Advisors
Massachusetts
$231K +$1.05K +18 +0.5%
MNG
87
Manning & Napier Group
New York
$227K
ADL
88
Asset Dedication LLC
California
$219K
PG
89
Proffitt & Goodson
Tennessee
$219K +$89.3K +1,533 +69%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$218K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$198K +$85.6K +1,470 +76%
SWM
92
Spire Wealth Management
Virginia
$191K +$45.1K +775 +31%
RIM
93
Rockbridge Investment Management
New York
$165K
CCM
94
Covington Capital Management
California
$112K +$2.91K +50 +3%
CAL
95
Capital Analysts LLC
Pennsylvania
$91K +$408 +7 +0.5%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7K +$75.4K +1,295 New
VRM
97
Vectors Research Management
New York
$65K +$19.4K +333 +43%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$50K
FWM
99
Focused Wealth Management
New York
$47K
GRP
100
Global Retirement Partners
California
$45K +$2.45K +42 +6%