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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$49K – – –
FWM
102
Focused Wealth Management
New York
$47K – – –
VRM
103
Vectors Research Management
New York
$45K +$465 +8 +1%
Global Retirement Partners
104
Global Retirement Partners
California
$42K +$17.1K +294 +69%
CHA
105
Carmichael Hill & Associates
Maryland
$38K – – –
PA
106
Perennial Advisors
New York
$29K – – –
CP
107
Corbenic Partners
Pennsylvania
$21K +$21.6K +372 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.8K +323 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$17K – – –
Parallel Advisors
110
Parallel Advisors
California
$10K +$10.4K +179 New
IFP Advisors
111
IFP Advisors
Florida
$5K -$9.76K -168 -68%
SFA
112
Source Financial Advisors
New York
– -$1.01M -17,300 Closed
HVIA
113
Hudson Valley Investment Advisors
New York
– -$810K -13,900 Closed
Citadel Advisors
114
Citadel Advisors
Florida
– -$787K -13,504 Closed
Flow Traders U.S.
115
Flow Traders U.S.
New York
– -$315K -5,410 Closed
Miracle Mile Advisors
116
Miracle Mile Advisors
California
– -$236K -4,043 Closed
NCP
117
NexWave Capital Partners
New York
– -$233K -4,000 Closed
EP Wealth Advisors
118
EP Wealth Advisors
California
– -$135K -2,314 Closed
RWA
119
Ropes Wealth Advisors
Massachusetts
– -$45K -774 Closed
HR
120
Howe & Rusling
New York
– -$25K -434 Closed
GA
121
GoalVest Advisory
New York
– -$17K -290 Closed
LGA
122
Lebenthal Global Advisors
New York
– -$3K -65 Closed