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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Indivisible Partners
Florida
$659K +$659K +12,307 New
Bank of New York Mellon
102
Bank of New York Mellon
New York
$626K -$21.5K -401 -3%
MFS
103
McNamara Financial Services
Massachusetts
$607K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$584K +$88.7K +1,656 +18%
LRWA
105
Long Run Wealth Advisors
New York
$565K +$1.23K +23 +0.2%
AC
106
Apella Capital
Connecticut
$554K +$71.6K +1,337 +15%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$552K +$553K +10,319 New
Jones Financial Companies
108
Jones Financial Companies
Missouri
$548K +$225K +4,198 +69%
HVIA
109
Hudson Valley Investment Advisors
New York
$546K +$26.9K +503 +5%
ERIC
110
Eagle Rock Investment Company
Georgia
$535K
BC
111
Brio Consultants
California
$529K +$35.8K +668 +7%
EWM
112
Empirical Wealth Management
Washington
$515K
AC
113
AlphaCore Capital
California
$515K
FA
114
Flagstar Advisors
New York
$502K +$17.1K +320 +4%
EWA
115
EP Wealth Advisors
California
$500K +$500K +9,339 New
HOWA
116
Hudson Oak Wealth Advisory
New Jersey
$498K +$499K +9,311 New
GI
117
GAMMA Investing
California
$494K +$16.2K +302 +3%
IWN
118
Independent Wealth Network
Iowa
$474K +$77.2K +1,442 +19%
SWP
119
Stratos Wealth Partners
Ohio
$459K +$4.45K +83 +1%
DWM
120
Dakota Wealth Management
Florida
$443K +$443K +8,275 New
GC
121
Grimes & Company
Massachusetts
$441K
WA
122
Wealth Alliance
New York
$439K +$99.5K +1,858 +29%
KGP
123
Keystone Global Partners
Colorado
$438K +$9.64K +180 +2%
BSWM
124
Boston Standard Wealth Management
Massachusetts
$392K +$20.7K +386 +6%
FCP
125
Fidelis Capital Partners
Florida
$390K