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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
126
Empirical Wealth Management
Washington
$512K – – –
AlphaCore Capital
127
AlphaCore Capital
California
$511K – – –
Arax Advisory Partners
128
Arax Advisory Partners
Colorado
$508K +$514K +9,565 New
GAMMA Investing
129
GAMMA Investing
California
$491K – – –
WIA
130
Wealthedge Investment Advisors
New York
$485K +$235K +4,366 +92%
Coldstream Capital Management
131
Coldstream Capital Management
Washington
$482K +$284K +5,272 +139%
DAC
132
Dutch Asset Corp
New York
$475K +$154K +2,857 +47%
IWN
133
Independent Wealth Network
Iowa
$470K -$861 -16 -0.2%
Stratos Wealth Partners
134
Stratos Wealth Partners
Ohio
$468K +$12.2K +227 +3%
2WWM
135
21 West Wealth Management
California
$450K +$94.7K +1,761 +26%
Dakota Wealth Management
136
Dakota Wealth Management
Florida
$440K – – –
Grimes & Company
137
Grimes & Company
Massachusetts
$438K – – –
KGP
138
Keystone Global Partners
Colorado
$416K -$18.2K -339 -4%
CPA
139
Compass Planning Associates
Massachusetts
$401K +$406K +7,541 New
FPCP
140
Fort Point Capital Partners
California
$397K -$1.18M -22,028 -75%
BSWM
141
Boston Standard Wealth Management
Massachusetts
$392K +$1.99K +37 +0.5%
SIC
142
Sterling Investment Counsel
New York
$390K -$737K -13,695 -65%
FCP
143
Fidelis Capital Partners
Florida
$387K – – –
BMCM
144
Bryn Mawr Capital Management
Pennsylvania
$384K – – –
M
145
MATAURO
New York
$368K +$82.4K +1,532 +28%
Thompson Siegel & Walmsley
146
Thompson Siegel & Walmsley
Virginia
$362K +$39.9K +742 +12%
DJSG
147
D.J. St. Germain
Massachusetts
$361K – – –
FA
148
Flagstar Advisors
New York
$358K -$143K -2,653 -28%
PHWA
149
Petersen Hastings Wealth Advisors
Washington
$339K – – –
LA
150
LVW Advisors
New York
$338K +$139K +2,588 +68%