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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$902K +$173K +3,299 +24%
AF
77
Allworth Financial
California
$900K -$136K -2,600 -13%
SWA
78
Stratos Wealth Advisors
Ohio
$897K
OWA
79
Opal Wealth Advisors
New York
$896K +$91.9K +1,755 +12%
RIM
80
Rockbridge Investment Management
New York
$831K
WA
81
Westfuller Advisors
New York
$827K +$91.3K +1,745 +13%
DCM
82
Dimension Capital Management
Florida
$802K -$70.1K -1,340 -8%
FF
83
Farrell Financial
New York
$790K -$36.5K -697 -4%
PG
84
Proffitt & Goodson
Tennessee
$778K -$453K -8,654 -37%
EH
85
Equitable Holdings
New York
$775K -$36K -688 -5%
Wealthfront Advisers
86
Wealthfront Advisers
California
$745K +$163K +3,112 +29%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$740K
SPIA
88
Steward Partners Investment Advisory
New York
$739K +$5.6K +107 +0.8%
WANY
89
Wealthspire Advisors (New York)
New York
$736K -$308K -5,883 -30%
CF
90
Conquis Financial
California
$715K -$625K -11,943 -47%
SEI Investments
91
SEI Investments
Pennsylvania
$705K +$83.3K +1,591 +14%
Stifel Financial
92
Stifel Financial
Missouri
$697K +$4.08K +78 +0.6%
Corient Private Wealth
93
Corient Private Wealth
Florida
$686K -$479K -9,143 -42%
NL
94
NDWM LLC
California
$671K
DWM
95
Dopkins Wealth Management
New York
$670K +$423K +8,079 +180%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$670K +$423K +8,079 +180%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$646K +$11.3K +216 +2%
SFFS
98
Stonehage Fleming Financial Services
Jersey
$641K +$629K +12,010 New
WC
99
Whitney & Co
New York
$621K +$5.5K +105 +0.9%
MFS
100
McNamara Financial Services
Massachusetts
$605K +$58.8K +1,123 +11%