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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EP Wealth Advisors
California
$681K -$10.8K -200 -2%
RIM
77
Rockbridge Investment Management
New York
$673K
ASW
78
Astoria Strategic Wealth
Texas
$671K +$666K +12,356 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$654K +$196K +3,634 +43%
AFG
80
Atomi Financial Group
New York
$640K -$43.4K -805 -6%
Citigroup
81
Citigroup
New York
$629K +$8.63K +160 +1%
WANY
82
Wealthspire Advisors (New York)
New York
$614K +$61.2K +1,135 +11%
HVIA
83
Hudson Valley Investment Advisors
New York
$600K +$45.8K +850 +8%
TPA
84
Trivium Point Advisory
Connecticut
$583K +$30.9K +573 +6%
DCM
85
Dimension Capital Management
Florida
$570K
Wealthfront Advisers
86
Wealthfront Advisers
California
$569K -$50.2K -931 -8%
IWN
87
Independent Wealth Network
Iowa
$558K -$28.5K -529 -5%
SEI Investments
88
SEI Investments
Pennsylvania
$554K +$269K +4,991 +96%
BCI
89
Brinker Capital Investments
Pennsylvania
$549K
OPS
90
Orion Portfolio Solutions
Nebraska
$549K
IDBONY
91
Israel Discount Bank of New York
New York
$543K
OIA
92
OneDigital Investment Advisors
Kansas
$534K -$61.4K -1,139 -10%
Cerity Partners
93
Cerity Partners
New York
$509K +$8.19K +152 +2%
SPI
94
Sutton Place Investors
New York
$499K -$47.5K -881 -9%
WC
95
Whitney & Co
New York
$487K -$45.8K -850 -9%
BIA
96
Bell Investment Advisors
California
$466K +$3.18K +59 +0.7%
ATS
97
Ashton Thomas Securities
New York
$465K +$84.7K +1,571 +22%
GI
98
GAMMA Investing
California
$456K +$162 +3 +0%
GC
99
Grimes & Company
Massachusetts
$448K
BMCM
100
Bryn Mawr Capital Management
Pennsylvania
$429K +$1.94K +36 +0.5%