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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%
IA
131
IFP Advisors
Florida
$117K +$485 +9 +0.4%
CAL
132
Capital Analysts LLC
Pennsylvania
$94K +$377 +7 +0.4%
SWA
133
SOA Wealth Advisors
New York
$88.4K +$41.3K +766 +87%
WTC
134
WhitTier Trust Company
Nevada
$79.4K
AAG
135
Armstrong Advisory Group
Massachusetts
$62.6K
GRP
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%
PA
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
OMC
143
Old Mission Capital
Illinois
-$876K -16,188 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$497K -9,184 Closed
EH
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
ASN
149
Advisory Services Network
Georgia
-$46.1K -853 Closed
FBC
150
Fairfield, Bush & Co
Connecticut
-$27K -500 Closed