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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Rockbridge Investment Management
New York
$766K +$108K +2,002 +16%
DW30
77
Drucker Wealth 3.0
New Jersey
$763K +$770K +14,329 New
TC
78
TownSquare Capital
Utah
$763K +$770K +14,329 New
SPIA
79
Steward Partners Investment Advisory
New York
$756K -$90.6K -1,687 -11%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$738K
CWM
81
Calamos Wealth Management
Illinois
$737K -$77.5K -1,443 -9%
WA
82
Westfuller Advisors
New York
$723K +$730K +13,587 New
Stifel Financial
83
Stifel Financial
Missouri
$722K -$27.6K -513 -4%
SEI Investments
84
SEI Investments
Pennsylvania
$709K +$168K +3,128 +31%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$687K +$47.8K +890 +7%
NL
86
NDWM LLC
California
$670K
EWA
87
EP Wealth Advisors
California
$667K
Citigroup
88
Citigroup
New York
$650K +$33.8K +630 +5%
CF
89
Conquis Financial
California
$641K +$647K +12,048 New
GIA
90
Goodwin Investment Advisory
Georgia
$606K +$612K +11,394 New
Wealthfront Advisers
91
Wealthfront Advisers
California
$604K +$47K +876 +8%
MWAM
92
Manhattan West Asset Management
California
$599K -$140K -2,602 -19%
Empower Advisory Group
93
Empower Advisory Group
Colorado
$587K +$592K +11,026 New
TPA
94
Trivium Point Advisory
Connecticut
$580K +$806 +15 +0.1%
DCM
95
Dimension Capital Management
Florida
$559K
BCI
96
Brinker Capital Investments
Pennsylvania
$538K
OPS
97
Orion Portfolio Solutions
Nebraska
$538K
HVIA
98
Hudson Valley Investment Advisors
New York
$535K -$53.7K -1,000 -9%
MFS
99
McNamara Financial Services
Massachusetts
$533K -$166K -3,087 -24%
Cerity Partners
100
Cerity Partners
New York
$499K