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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$117K -$438K -8,225 -79%
CAL
102
Capital Analysts LLC
Pennsylvania
$92K +$480 +9 +0.5%
WTC
103
WhitTier Trust Company
Nevada
$78.6K
WP
104
WealthShield Partners
North Carolina
$71.6K
AAG
105
Armstrong Advisory Group
Massachusetts
$61.7K
SWA
106
SOA Wealth Advisors
New York
$46K +$266 +5 +0.6%
FWM
107
Focused Wealth Management
New York
$40.4K
GRP
108
Global Retirement Partners
California
$39.4K
ACA
109
Atlas Capital Advisors
Wyoming
$33K +$26.9K +504 +434%
FBC
110
Fairfield, Bush & Co
Connecticut
$26.6K +$26.6K +500 New
DMKJ
111
David M. Knott Jr
$13K
CIAS
112
Capital Investment Advisory Services
North Carolina
$10.7K
Fisher Asset Management
113
Fisher Asset Management
Washington
-$403K -7,522 Closed
OC
114
Oppenheimer & Co
New York
-$385K -7,200 Closed
TI
115
Tidal Investments
Wisconsin
-$353K -6,603 Closed
AT
116
Arden Trust
Delaware
-$300K -5,615 Closed
BAM
117
Belpointe Asset Management
Nevada
-$222K -4,141 Closed
RA
118
Rise Advisors
New York
-$79.1K -1,478 Closed
ASN
119
Advisory Services Network
Georgia
-$42.4K -792 Closed
RLIM
120
Red Lighthouse Investment Management
New York
-$5.89K -110 Closed