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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$877K +$130K +2,435 +18%
SWA
102
Sax Wealth Advisors
New Jersey
$854K +$861K +16,075 New
SEI Investments
103
SEI Investments
Pennsylvania
$853K -$3.8K -71 -0.4%
HPC
104
HM Payson & Co
Maine
$833K
Raymond James Financial
105
Raymond James Financial
Florida
$792K +$7.71K +144 +1%
HW
106
Hamilton Wealth
California
$771K +$15.3K +285 +2%
BC
107
Brio Consultants
California
$766K +$57.4K +1,072 +8%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$747K
DWM
109
Dopkins Wealth Management
New York
$710K -$46.8K -874 -6%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$710K -$46.8K -874 -6%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$699K +$55K +1,028 +9%
TFCP
112
Twin Focus Capital Partners
Massachusetts
$663K
MWA
113
Midland Wealth Advisors
Illinois
$658K +$653K +12,202 New
MWM
114
Mission Wealth Management
California
$651K +$647K +12,075 New
WIA
115
Wealthedge Investment Advisors
New York
$628K +$135K +2,524 +28%
EF
116
Evanson Financial
Virginia
$628K +$624K +11,649 New
MFS
117
McNamara Financial Services
Massachusetts
$626K +$14.6K +272 +2%
FA
118
Flagstar Advisors
New York
$597K +$232K +4,335 +64%
GP
119
GLR Partners
Maryland
$596K
AC
120
AlphaCore Capital
California
$593K +$73.8K +1,378 +14%
CF
121
Conquis Financial
California
$585K
AC
122
Apella Capital
Connecticut
$574K +$2.62K +49 +0.5%
FF
123
Farrell Financial
New York
$572K -$6.43K -120 -1%
SPI
124
Sutton Place Investors
New York
$566K -$21.3K -398 -4%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$555K +$224K +4,182 +68%