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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$532K +$89.3K +1,718 +20%
ERIC
102
Eagle Rock Investment Company
Georgia
$521K +$208K +4,000 +67%
AAS
103
Avantax Advisory Services
Texas
$518K +$108K +2,074 +26%
EWA
104
EP Wealth Advisors
California
$517K -$137K -2,625 -21%
BCI
105
Brinker Capital Investments
Pennsylvania
$511K -$15.9K -305 -3%
HVIA
106
Hudson Valley Investment Advisors
New York
$506K -$18.2K -350 -3%
AC
107
AlphaCore Capital
California
$501K
EWM
108
Empirical Wealth Management
Washington
$500K +$498K +9,581 New
Cerity Partners
109
Cerity Partners
New York
$496K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$493K +$491K +9,451 New
BIA
111
Bell Investment Advisors
California
$465K +$3.38K +65 +0.7%
SWP
112
Stratos Wealth Partners
Ohio
$462K +$461K +8,868 New
GI
113
GAMMA Investing
California
$432K -$11.2K -216 -3%
GC
114
Grimes & Company
Massachusetts
$430K
SPI
115
Sutton Place Investors
New York
$393K -$48.2K -927 -11%
IWN
116
Independent Wealth Network
Iowa
$387K +$208 +4 +0.1%
CAG
117
Crestwood Advisors Group
Massachusetts
$382K
FCP
118
Fidelis Capital Partners
Florida
$380K
PVI
119
Pine Valley Investments
New Jersey
$379K
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$377K -$40.6K -781 -10%
BC
121
Brio Consultants
California
$374K +$38.9K +748 +12%
DJSG
122
D.J. St. Germain
Massachusetts
$370K -$12.6K -242 -3%
NSIM
123
North Star Investment Management
Illinois
$368K
BPWM
124
BCS Private Wealth Management
New Jersey
$365K +$364K +7,000 New
BSWM
125
Boston Standard Wealth Management
Massachusetts
$360K +$27.5K +528 +8%