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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
76
Thompson Siegel & Walmsley
Virginia
$300K -$50.2K -859 -14%
CBB
77
Citizens Business Bank
California
$288K
MPM
78
Meritage Portfolio Management
Kansas
$283K
Neuberger Berman Group
79
Neuberger Berman Group
New York
$266K -$307K -5,252 -53%
CTA
80
Chesley Taft & Associates
Illinois
$266K
SWP
81
Summit Wealth Partners
Florida
$264K
AT
82
Arden Trust
Delaware
$263K
FAFN
83
First Affirmative Financial Network
Colorado
$263K +$266K +4,553 New
BAAM
84
Baker Avenue Asset Management
California
$257K
WAM
85
WNY Asset Management
New York
$244K
FCA
86
FLC Capital Advisors
California
$243K
MFA
87
Mayflower Financial Advisors
Massachusetts
$240K
JPLA
88
Joseph P. Lucia & Associates
New York
$235K +$3.5K +60 +1%
GPA
89
Guidance Point Advisors
Massachusetts
$228K -$467 -8 -0.2%
PG
90
Proffitt & Goodson
Tennessee
$228K +$11.6K +199 +5%
IA
91
Insight Advisors
Pennsylvania
$227K +$229K +3,925 New
MNG
92
Manning & Napier Group
New York
$225K
ADL
93
Asset Dedication LLC
California
$217K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$216K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$196K
SWM
96
Spire Wealth Management
Virginia
$189K
RIM
97
Rockbridge Investment Management
New York
$163K
CB
98
Community Bank
New York
$162K -$74.7K -1,279 -31%
CCM
99
Covington Capital Management
California
$111K
CAL
100
Capital Analysts LLC
Pennsylvania
$96K +$6.25K +107 +7%