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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
Flagstar Advisors
New York
$825K +$5.7K +107 +0.7%
RIM
77
Rockbridge Investment Management
New York
$821K +$64.4K +1,210 +8%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$770K -$650K -12,209 -45%
SPIA
79
Steward Partners Investment Advisory
New York
$751K +$3.41K +64 +0.5%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$730K
OWA
81
Opal Wealth Advisors
New York
$729K -$7.01M -131,757 -90%
WA
82
Westfuller Advisors
New York
$719K +$3.41K +64 +0.5%
CWM
83
Calamos Wealth Management
Illinois
$718K -$11.2K -211 -2%
SEI Investments
84
SEI Investments
Pennsylvania
$714K +$12.8K +241 +2%
AFG
85
Atomi Financial Group
New York
$707K -$132K -2,474 -16%
Stifel Financial
86
Stifel Financial
Missouri
$679K -$35.7K -670 -5%
NL
87
NDWM LLC
California
$662K
FCIM
88
Fairview Capital Investment Management
California
$661K +$218K +4,100 +49%
EWA
89
EP Wealth Advisors
California
$660K
Wealthfront Advisers
90
Wealthfront Advisers
California
$647K +$50.4K +947 +8%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$632K -$48.8K -917 -7%
WC
92
Whitney & Co
New York
$596K +$108K +2,035 +22%
Empower Advisory Group
93
Empower Advisory Group
Colorado
$581K
LRWA
94
Long Run Wealth Advisors
New York
$553K +$559K +10,504 New
MFS
95
McNamara Financial Services
Massachusetts
$538K +$10.2K +191 +2%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$533K -$341K -6,405 -39%
BCI
97
Brinker Capital Investments
Pennsylvania
$532K
OPS
98
Orion Portfolio Solutions
Nebraska
$532K
HVIA
99
Hudson Valley Investment Advisors
New York
$529K
SWA
100
Sax Wealth Advisors
New Jersey
$521K +$527K +9,896 New