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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$334K -$420K -8,060 -57%
MWM
102
Merriman Wealth Management
Washington
$326K -$982K -18,871 -76%
Cerity Partners
103
Cerity Partners
New York
$324K -$339K -6,507 -52%
Financial Engines Advisors
104
Financial Engines Advisors
California
$317K +$305K +5,857 New
BSWM
105
Boston Standard Wealth Management
Massachusetts
$314K
GFL
106
Granite FO LLC
New Hampshire
$305K
WA
107
Wealth Alliance
New York
$304K -$11.5K -221 -4%
AAS
108
Avantax Advisory Services
Texas
$286K -$1.56K -30 -0.6%
AWM
109
AllSquare Wealth Management
New York
$283K -$61.3K -1,178 -18%
AIS
110
American Investment Services
Massachusetts
$266K +$256K +4,925 New
CPSC
111
Carl P. Sherr & Co
Massachusetts
$260K +$250K +4,800 New
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$237K +$228K +4,387 New
FAFN
113
First Affirmative Financial Network
Colorado
$233K +$4.63K +89 +2%
DIA
114
Davidson Investment Advisors
Montana
$226K
JWCA
115
J.W. Coons Advisors
Ohio
$216K +$208K +4,000 New
TIM
116
Tortoise Investment Management
New York
$216K -$21.2K -407 -9%
SMA
117
Seven Mile Advisory
New Jersey
$212K +$204K +3,917 New
MC
118
Middleton & Co
Massachusetts
$206K +$198K +3,800 New
JP Morgan Chase
119
JP Morgan Chase
New York
$197K -$57.8K -1,110 -23%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$151K
CB
121
CNB Bank
Pennsylvania
$135K +$26K +500 +25%
IA
122
IFP Advisors
Florida
$117K +$112K +2,158 New
CFD
123
Creative Financial Designs
Indiana
$98.4K +$94.7K +1,819 New
CAL
124
Capital Analysts LLC
Pennsylvania
$94K +$781 +15 +0.9%
NRG
125
Nemes Rush Group
Michigan
$83.9K