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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
126
Atlantic Edge Private Wealth Management
Florida
$156K +$156K +2,900 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$151K – – –
Jones Financial Companies
128
Jones Financial Companies
Missouri
$148K +$145K +2,687 +4,478%
CB
129
CNB Bank
Pennsylvania
$135K – – –
CFD
130
Creative Financial Designs
Indiana
$119K +$21.6K +400 +22%
IFP Advisors
131
IFP Advisors
Florida
$117K +$485 +9 +0.4%
Capital Analysts LLC
132
Capital Analysts LLC
Pennsylvania
$94K +$377 +7 +0.4%
SWA
133
SOA Wealth Advisors
New York
$88.4K +$41.3K +766 +87%
WhitTier Trust Company
134
WhitTier Trust Company
Nevada
$79.4K – – –
AAG
135
Armstrong Advisory Group
Massachusetts
$62.6K – – –
Global Retirement Partners
136
Global Retirement Partners
California
$39.8K – – –
SRCM
137
Signature Resources Capital Management
California
$22.1K – – –
RIA
138
Realta Investment Advisors
Delaware
$16.4K +$16.4K +305 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$5.38K -$5.39K -100 -50%
Parallel Advisors
140
Parallel Advisors
California
$2.58K – – –
Allspring Global Investments
141
Allspring Global Investments
North Carolina
– -$5.63M -104,042 Closed
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
– -$1.07M -19,728 Closed
Old Mission Capital
143
Old Mission Capital
Illinois
– -$876K -16,188 Closed
Citadel Advisors
144
Citadel Advisors
Florida
– -$497K -9,184 Closed
Equitable Holdings
145
Equitable Holdings
New York
– -$340K -6,277 Closed
GFL
146
Granite FO LLC
New Hampshire
– -$305K -5,642 Closed
FAFN
147
First Affirmative Financial Network
Colorado
– -$233K -4,300 Closed
DIA
148
Davidson Investment Advisors
Montana
– -$226K -4,181 Closed
Advisory Services Network
149
Advisory Services Network
Georgia
– -$46.1K -853 Closed
FBC
150
Fairfield, Bush & Co
Connecticut
– -$27K -500 Closed