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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$797K +$220K +4,085 +37%
RIM
102
Rockbridge Investment Management
New York
$778K -$49.6K -922 -6%
Raymond James Financial
103
Raymond James Financial
Florida
$773K -$542K -10,083 -41%
DWM
104
Dopkins Wealth Management
New York
$746K +$17.9K +333 +2%
FPAS
105
Focus Partners Advisor Solutions
Missouri
$746K +$755K +14,044 New
HW
106
Hamilton Wealth
California
$745K +$474K +8,805 +169%
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$736K – – –
Natixis Advisors
108
Natixis Advisors
Massachusetts
$735K +$744K +13,840 New
BC
109
Brio Consultants
California
$702K +$174K +3,236 +33%
TWIM
110
TIAA Wealth Investment Management
New York
$686K +$696K +12,934 New
TFCP
111
Twin Focus Capital Partners
Massachusetts
$654K +$662K +12,304 New
CA
112
Cornerstone Advisory
Maryland
$645K +$653K +12,144 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$635K +$13.1K +243 +2%
MFS
114
McNamara Financial Services
Massachusetts
$602K – – –
ATS
115
Ashton Thomas Securities
New York
$600K +$608K +11,300 New
GP
116
GLR Partners
Maryland
$587K +$594K +11,048 New
CF
117
Conquis Financial
California
$583K -$105K -1,959 -15%
SPI
118
Sutton Place Investors
New York
$579K +$213K +3,953 +57%
AC
119
Apella Capital
Connecticut
$571K +$15.1K +280 +3%
FF
120
Farrell Financial
New York
$570K -$224K -4,163 -28%
HVIA
121
Hudson Valley Investment Advisors
New York
$542K – – –
EWA
122
EP Wealth Advisors
California
$542K +$46.3K +860 +9%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$540K -$7.75K -144 -1%
ERIC
124
Eagle Rock Investment Company
Georgia
$531K – – –
HOWA
125
Hudson Oak Wealth Advisory
New Jersey
$514K +$19.8K +368 +4%