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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$498K
SIC
77
Sterling Investment Counsel
New York
$475K -$187K -3,501 -28%
Stifel Financial
78
Stifel Financial
Missouri
$431K +$13.3K +250 +3%
EWM
79
Elevatus Welath Management
New York
$400K +$400K +7,502 New
RJA
80
Raymond James & Associates
Florida
$396K +$2.24K +42 +0.6%
AAS
81
Avantax Advisory Services
Texas
$394K +$9.16K +172 +2%
VAF
82
Values Added Financial
District of Columbia
$382K +$382K +7,167 New
Deutsche Bank
83
Deutsche Bank
Germany
$373K -$5.33K -100 -1%
VAS
84
Valicenti Advisory Services
New York
$356K +$17.3K +325 +5%
AWM
85
AllSquare Wealth Management
New York
$339K
MW
86
MBL Wealth
North Carolina
$304K +$304K +5,700 New
WA
87
Wealth Alliance
New York
$303K +$2.82K +53 +0.9%
GFL
88
Granite FO LLC
New Hampshire
$300K
EWA
89
EP Wealth Advisors
California
$277K -$469K -8,807 -44%
ACA
90
Ackerman Capital Advisors
Texas
$251K -$10.3K -194 -4%
FCA
91
FLC Capital Advisors
California
$224K
FAFN
92
First Affirmative Financial Network
Colorado
$224K +$5.65K +106 +3%
DIA
93
Davidson Investment Advisors
Montana
$223K -$336K -6,309 -60%
Wealthfront Advisers
94
Wealthfront Advisers
California
$218K +$218K +4,084 New
SMA
95
Seven Mile Advisory
New Jersey
$207K +$207K +3,888 New
TIM
96
Tortoise Investment Management
New York
$203K
MC
97
Middleton & Co
Massachusetts
$202K +$202K +3,800 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$149K +$149K +2,800 New
BAAM
99
Baker Avenue Asset Management
California
$142K
WP
100
WealthPLAN Partners
Nebraska
$124K -$58.2K -1,093 -32%