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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Merriman Wealth Management
Washington
$348K +$23.8K +441 +7%
BSWM
102
Boston Standard Wealth Management
Massachusetts
$342K +$10.6K +197 +3%
RZH
103
Relyea Zuckerberg Hanson
Connecticut
$336K +$100K +1,860 +42%
MW
104
MBL Wealth
North Carolina
$334K
Baird Financial Group
105
Baird Financial Group
Wisconsin
$332K
PWM
106
Perigon Wealth Management
California
$322K +$323K +5,993 New
Financial Engines Advisors
107
Financial Engines Advisors
California
$316K +$539 +10 +0.2%
WA
108
Wealth Alliance
New York
$315K +$12K +223 +4%
FCP
109
Fidelis Capital Partners
Florida
$310K +$310K +5,755 New
AAS
110
Avantax Advisory Services
Texas
$305K +$20.6K +382 +7%
EWA
111
Emergent Wealth Advisors
New York
$300K +$300K +5,570 New
Deutsche Bank
112
Deutsche Bank
Germany
$296K -$40.4K -750 -12%
CAG
113
Crestwood Advisors Group
Massachusetts
$284K -$255K -4,726 -47%
AWM
114
AllSquare Wealth Management
New York
$282K
SEI Investments
115
SEI Investments
Pennsylvania
$272K +$272K +5,050 New
AIS
116
American Investment Services
Massachusetts
$265K
CPSC
117
Carl P. Sherr & Co
Massachusetts
$258K
CA
118
Cetera Advisors
Colorado
$220K +$220K +4,089 New
MPM
119
Meritage Portfolio Management
Kansas
$216K +$217K +4,016 New
JWCA
120
J.W. Coons Advisors
Ohio
$215K
SMA
121
Seven Mile Advisory
New Jersey
$211K
JP Morgan Chase
122
JP Morgan Chase
New York
$210K +$14.4K +268 +7%
MC
123
Middleton & Co
Massachusetts
$204K
TIM
124
Tortoise Investment Management
New York
$194K -$21K -390 -10%
NRG
125
Nemes Rush Group
Michigan
$169K +$85.2K +1,580 +102%