We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF
NYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
126
AlphaCore Capital
California
$511K – – –
AAP
127
Arax Advisory Partners
Colorado
$508K +$514K +9,565 New
GI
128
GAMMA Investing
California
$491K – – –
WIA
129
Wealthedge Investment Advisors
New York
$485K +$235K +4,366 +92%
CCM
130
Coldstream Capital Management
Washington
$482K +$284K +5,272 +139%
DAC
131
Dutch Asset Corp
New York
$475K +$154K +2,857 +47%
IWN
132
Independent Wealth Network
Iowa
$470K -$861 -16 -0.2%
SWP
133
Stratos Wealth Partners
Ohio
$468K +$12.2K +227 +3%
2WWM
134
21 West Wealth Management
California
$450K +$94.7K +1,761 +26%
DWM
135
Dakota Wealth Management
Florida
$440K – – –
GC
136
Grimes & Company
Massachusetts
$438K – – –
KGP
137
Keystone Global Partners
Colorado
$416K -$18.2K -339 -4%
CPA
138
Compass Planning Associates
Massachusetts
$401K +$406K +7,541 New
FPCP
139
Fort Point Capital Partners
California
$397K -$1.18M -22,028 -75%
BSWM
140
Boston Standard Wealth Management
Massachusetts
$392K +$1.99K +37 +0.5%
SIC
141
Sterling Investment Counsel
New York
$390K -$737K -13,695 -65%
FCP
142
Fidelis Capital Partners
Florida
$387K – – –
BMCM
143
Bryn Mawr Capital Management
Pennsylvania
$384K – – –
M
144
MATAURO
New York
$368K +$82.4K +1,532 +28%
TSW
145
Thompson Siegel & Walmsley
Virginia
$362K +$39.9K +742 +12%
DJSG
146
D.J. St. Germain
Massachusetts
$361K – – –
FA
147
Flagstar Advisors
New York
$358K -$143K -2,653 -28%
PHWA
148
Petersen Hastings Wealth Advisors
Washington
$339K – – –
LA
149
LVW Advisors
New York
$338K +$139K +2,588 +68%
PCG
150
Prosperity Consulting Group
Maryland
$335K – – –
4 5
6
7 8