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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$387K +$88.9K +1,675 +30%
OC
77
Oppenheimer & Co
New York
$385K -$1.33K -25 -0.3%
PG
78
Proffitt & Goodson
Tennessee
$383K +$41.4K +780 +12%
Deutsche Bank
79
Deutsche Bank
Germany
$380K -$74.4K -1,402 -16%
TI
80
Tidal Investments
Wisconsin
$353K +$796 +15 +0.2%
AWM
81
AllSquare Wealth Management
New York
$343K -$16.4K -310 -5%
VAS
82
Valicenti Advisory Services
New York
$340K +$337K +6,350 New
GFL
83
Granite FO LLC
New Hampshire
$302K
WA
84
Wealth Alliance
New York
$301K +$53K +999 +22%
AT
85
Arden Trust
Delaware
$300K
ACA
86
Ackerman Capital Advisors
Texas
$263K
FCA
87
FLC Capital Advisors
California
$225K
BAM
88
Belpointe Asset Management
Nevada
$222K -$17.2K -325 -7%
FAFN
89
First Affirmative Financial Network
Colorado
$219K +$218K +4,100 New
TIM
90
Tortoise Investment Management
New York
$204K +$9.55K +180 +5%
WP
91
WealthPLAN Partners
Nebraska
$183K +$181K +3,419 New
BAAM
92
Baker Avenue Asset Management
California
$143K
CAL
93
Capital Analysts LLC
Pennsylvania
$92K +$371 +7 +0.4%
RA
94
Rise Advisors
New York
$79.1K +$22.5K +424 +40%
WTC
95
WhitTier Trust Company
Nevada
$79K
WP
96
WealthShield Partners
North Carolina
$71.9K +$71.3K +1,344 New
AAG
97
Armstrong Advisory Group
Massachusetts
$62K
SWA
98
SOA Wealth Advisors
New York
$46K +$159 +3 +0.4%
ASN
99
Advisory Services Network
Georgia
$42.4K
FWM
100
Focused Wealth Management
New York
$40.6K -$654K -12,322 -94%