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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
151
Fidelis Capital Partners
Florida
$393K
BMCM
152
Bryn Mawr Capital Management
Pennsylvania
$390K
PHWA
153
Petersen Hastings Wealth Advisors
Washington
$387K +$42.8K +800 +13%
SPIA
154
Steward Partners Investment Advisory
New York
$385K +$302K +5,645 +379%
PCG
155
Prosperity Consulting Group
Maryland
$378K +$38.1K +711 +11%
TSW
156
Thompson Siegel & Walmsley
Virginia
$368K +$482 +9 +0.1%
DJSG
157
D.J. St. Germain
Massachusetts
$366K
KGP
158
Keystone Global Partners
Colorado
$357K -$65.2K -1,217 -16%
TPA
159
Trivium Point Advisory
Connecticut
$354K +$352K +6,572 New
LA
160
LVW Advisors
New York
$343K
WA
161
Wealth Alliance
New York
$339K +$9.42K +176 +3%
AAG
162
Armstrong Advisory Group
Massachusetts
$331K +$2.62K +49 +0.8%
CB
163
CNB Bank
Pennsylvania
$331K
MWAM
164
Manhattan West Asset Management
California
$314K +$40.5K +756 +15%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$313K
RZH
166
Relyea Zuckerberg Hanson
Connecticut
$309K
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$304K
AI
168
Atria Investments
North Carolina
$283K +$9.42K +176 +3%
OIA
169
OneDigital Investment Advisors
Kansas
$275K
PWM
170
Peck Wealth Management
New York
$274K -$10.7K -200 -4%
SJGA
171
Stephen J. Garry & Associates
New York
$257K
XPN
172
XY Planning Network
Montana
$251K +$249K +4,650 New
DWM
173
Dakota Wealth Management
Florida
$246K -$199K -3,720 -45%
CTA
174
Chesley Taft & Associates
Illinois
$243K +$21.4K +400 +10%
ASN
175
Advisory Services Network
Georgia
$243K +$241K +4,500 New