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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$86K +$474 +9 +0.5%
TIM
102
Tortoise Investment Management
New York
$72K
RA
103
Rise Advisors
New York
$53K +$316 +6 +0.6%
GRP
104
Global Retirement Partners
California
$52K
FWM
105
Focused Wealth Management
New York
$38K
CIAS
106
Capital Investment Advisory Services
North Carolina
$15K
OPW
107
Oxler Private Wealth
New York
$4.52K
Citadel Advisors
108
Citadel Advisors
Florida
-$1.04M -19,740 Closed
LNC
109
Lincoln National Corp
Pennsylvania
-$290K -5,506 Closed
RJA
110
Raymond James & Associates
Florida
-$247K -4,692 Closed
BAAM
111
Baker Avenue Asset Management
California
-$234K -4,450 Closed
MPM
112
Meritage Portfolio Management
Kansas
-$229K -4,356 Closed
Neuberger Berman Group
113
Neuberger Berman Group
New York
-$224K -4,258 Closed
FAFN
114
First Affirmative Financial Network
Colorado
-$222K -4,228 Closed
MFA
115
Mayflower Financial Advisors
Massachusetts
-$219K -4,161 Closed
BCI
116
Brinker Capital Investments
Pennsylvania
-$202K -3,846 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
-$167K -3,174 Closed
JPLA
118
Joseph P. Lucia & Associates
New York
-$88K -1,671 Closed
VRM
119
Vectors Research Management
New York
-$61K -1,153 Closed
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
-$45K -850 Closed
FBC
121
Fairfield, Bush & Co
Connecticut
-$26K -500 Closed
FFA
122
Founders Financial Alliance
North Carolina
-$14K -260 Closed