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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJGA
151
Stephen J. Garry & Associates
New York
$216K – – –
Thompson Siegel & Walmsley
152
Thompson Siegel & Walmsley
Virginia
$214K +$217K +4,071 New
JWCA
153
J.W. Coons Advisors
Ohio
$211K – – –
Raymond James Financial
154
Raymond James Financial
Florida
$210K +$212K +3,985 New
SMA
155
Seven Mile Advisory
New Jersey
$206K – – –
NRG
156
Nemes Rush Group
Michigan
$205K +$958 +18 +0.5%
MC
157
Middleton & Co
Massachusetts
$200K – – –
Coldstream Capital Management
158
Coldstream Capital Management
Washington
$200K – – –
Deutsche Bank
159
Deutsche Bank
Germany
$196K -$40.3K -758 -17%
TIM
160
Tortoise Investment Management
New York
$195K +$16K +300 +9%
AEPWM
161
Atlantic Edge Private Wealth Management
Florida
$153K – – –
CFD
162
Creative Financial Designs
Indiana
$117K – – –
PTC
163
Private Trust Company
Ohio
$106K – – –
IFP Advisors
164
IFP Advisors
Florida
$88.8K -$67.7K -1,271 -43%
WhitTier Trust Company
165
WhitTier Trust Company
Nevada
$77.7K – – –
Jones Financial Companies
166
Jones Financial Companies
Missouri
$69.3K +$70.1K +1,317 New
MAS
167
MPWM Advisory Solutions
Georgia
$22.6K – – –
Smartleaf Asset Management
168
Smartleaf Asset Management
Massachusetts
$19.6K +$19.8K +372 New
RWM
169
Rialto Wealth Management
New York
$16.4K – – –
Mather Group
170
Mather Group
Illinois
$16.1K +$16.2K +305 New
Brown Brothers Harriman & Co
171
Brown Brothers Harriman & Co
New York
$8.74K – – –
MIM
172
Marshall Investment Management
Colorado
$5.9K +$5.96K +112 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$1.79K – – –
Parallel Advisors
174
Parallel Advisors
California
$1.5K – – –
Farther Finance Advisors
175
Farther Finance Advisors
California
$45 – – –