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iShares New York Muni Bond ETF
NYF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$554K +$5.19K +97 +1%
HVIA
127
Hudson Valley Investment Advisors
New York
$551K +$1.23K +23 +0.2%
EWM
128
Empirical Wealth Management
Washington
$551K +$31.9K +595 +6%
EWA
129
EP Wealth Advisors
California
$550K – – –
CSIA
130
Conrad Siegel Investment Advisors
Pennsylvania
$541K -$801K -14,968 -60%
ERIC
131
Eagle Rock Investment Company
Georgia
$539K – – –
M
132
MATAURO
New York
$533K +$159K +2,972 +43%
BBES
133
Buffalo Business & Estate Services
New York
$532K -$287K -5,369 Closed
OWA
134
Opal Wealth Advisors
New York
$532K +$199K +3,722 +61%
HOWA
135
Hudson Oak Wealth Advisory
New Jersey
$528K +$5.78K +108 +1%
P
136
&Partners
Tennessee
$519K +$516K +9,632 New
GI
137
GAMMA Investing
California
$516K +$17.9K +335 +4%
CCM
138
Coldstream Capital Management
Washington
$489K – – –
DAC
139
Dutch Asset Corp
New York
$482K – – –
IWN
140
Independent Wealth Network
Iowa
$477K +$214 +4 +0%
SWP
141
Stratos Wealth Partners
Ohio
$472K -$2.41K -45 -0.5%
2WWM
142
21 West Wealth Management
California
$457K – – –
PI
143
PFG Investments
New York
$451K +$168K +3,130 +60%
QCM
144
Quantinno Capital Management
New York
$444K +$441K +8,234 New
CWM
145
Calamos Wealth Management
Illinois
$438K -$457K -8,535 -51%
MSFS
146
Main Street Financial Solutions
Pennsylvania
$438K +$230K +4,292 +112%
CC
147
Courier Capital
New York
$421K +$110K +2,054 +36%
CPA
148
Compass Planning Associates
Massachusetts
$406K – – –
BSWM
149
Boston Standard Wealth Management
Massachusetts
$399K +$3.11K +58 +0.8%
SIC
150
Sterling Investment Counsel
New York
$396K – – –
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6
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