We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$778K -$49.6K -922 -6%
Raymond James Financial
102
Raymond James Financial
Florida
$773K -$542K -10,083 -41%
DWM
103
Dopkins Wealth Management
New York
$746K +$17.9K +333 +2%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$746K +$755K +14,044 New
HW
105
Hamilton Wealth
California
$745K +$474K +8,805 +169%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$736K
Natixis Advisors
107
Natixis Advisors
Massachusetts
$735K +$744K +13,840 New
BC
108
Brio Consultants
California
$702K +$174K +3,236 +33%
TWIM
109
TIAA Wealth Investment Management
New York
$686K +$696K +12,934 New
TFCP
110
Twin Focus Capital Partners
Massachusetts
$654K +$662K +12,304 New
CA
111
Cornerstone Advisory
Maryland
$645K +$653K +12,144 New
Bank of New York Mellon
112
Bank of New York Mellon
New York
$635K +$13.1K +243 +2%
MFS
113
McNamara Financial Services
Massachusetts
$602K
ATS
114
Ashton Thomas Securities
New York
$600K +$608K +11,300 New
GP
115
GLR Partners
Maryland
$587K +$594K +11,048 New
CF
116
Conquis Financial
California
$583K -$105K -1,959 -15%
SPI
117
Sutton Place Investors
New York
$579K +$213K +3,953 +57%
AC
118
Apella Capital
Connecticut
$571K +$15.1K +280 +3%
FF
119
Farrell Financial
New York
$570K -$224K -4,163 -28%
HVIA
120
Hudson Valley Investment Advisors
New York
$542K
EWA
121
EP Wealth Advisors
California
$542K +$46.3K +860 +9%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$540K -$7.75K -144 -1%
ERIC
123
Eagle Rock Investment Company
Georgia
$531K
HOWA
124
Hudson Oak Wealth Advisory
New Jersey
$514K +$19.8K +368 +4%
EWM
125
Empirical Wealth Management
Washington
$512K