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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$876K
DCM
77
Dimension Capital Management
Florida
$854K
FA
78
Flagstar Advisors
New York
$839K +$21.9K +421 +3%
RIM
79
Rockbridge Investment Management
New York
$812K -$1.46K -28 -0.2%
FF
80
Farrell Financial
New York
$808K -$275K -5,288 -25%
Citigroup
81
Citigroup
New York
$805K +$500K +9,610 +165%
EH
82
Equitable Holdings
New York
$793K -$51.6K -992 -6%
OWA
83
Opal Wealth Advisors
New York
$784K +$62K +1,193 +9%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$770K -$751K -14,445 -49%
Empower Advisory Group
85
Empower Advisory Group
Colorado
$729K +$154K +2,961 +27%
PAG
86
Private Advisor Group
New Jersey
$729K -$159K -3,055 -18%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$723K
WA
88
Westfuller Advisors
New York
$717K +$5.25K +101 +0.7%
SPIA
89
Steward Partners Investment Advisory
New York
$717K -$27.1K -521 -4%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$709K -$52.8K -1,015 -7%
Citadel Advisors
91
Citadel Advisors
Florida
$679K +$677K +13,015 New
Stifel Financial
92
Stifel Financial
Missouri
$677K +$4.73K +91 +0.7%
NL
93
NDWM LLC
California
$656K
Bank of New York Mellon
94
Bank of New York Mellon
New York
$620K -$5.77K -111 -0.9%
SEI Investments
95
SEI Investments
Pennsylvania
$606K -$101K -1,937 -14%
WC
96
Whitney & Co
New York
$602K +$11.7K +225 +2%
Wealthfront Advisers
97
Wealthfront Advisers
California
$566K -$74.8K -1,439 -12%
LRWA
98
Long Run Wealth Advisors
New York
$549K +$832 +16 +0.2%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$533K +$26.5K +510 +5%
MFS
100
McNamara Financial Services
Massachusetts
$533K