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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$75K -$185K -3,505 -71%
VRM
102
Vectors Research Management
New York
$61K
RA
103
Rise Advisors
New York
$55K +$264 +5 +0.5%
GRP
104
Global Retirement Partners
California
$54K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$45K
FWM
106
Focused Wealth Management
New York
$40K -$846 -16 -2%
FBC
107
Fairfield, Bush & Co
Connecticut
$26K +$26.4K +500 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$16K
FFA
109
Founders Financial Alliance
North Carolina
$14K +$13.7K +260 New
MMA
110
Miracle Mile Advisors
California
-$11.4M -208,511 Closed
Mariner
111
Mariner
Kansas
-$2.8M -51,355 Closed
ACM
112
Armbruster Capital Management
New York
-$530K -9,712 Closed
SIC
113
Sterling Investment Counsel
New York
-$430K -7,890 Closed
BlackRock
114
BlackRock
New York
-$422K -7,741 Closed
BRC
115
Bell Rock Capital
Delaware
-$408K -7,608 Closed
CAG
116
Crestwood Advisors Group
Massachusetts
-$409K -7,505 Closed
Lido Advisors
117
Lido Advisors
California
-$379K -6,957 Closed
RJFSA
118
Raymond James Financial Services Advisors
Florida
-$357K -6,550 Closed
DY
119
Dowling & Yahnke
California
-$333K -6,100 Closed
HFA
120
High Falls Advisors
New York
-$305K -5,595 Closed
PCA
121
Personal Capital Advisors
California
-$303K -5,557 Closed
TTWM
122
TCV Trust & Wealth Management
Virginia
-$229K -4,205 Closed
ADL
123
Asset Dedication LLC
California
-$205K -3,750 Closed
EWA
124
EP Wealth Advisors
California
-$181K -3,314 Closed
TSW
125
Thompson Siegel & Walmsley
Virginia
-$95K -1,750 Closed