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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
151
Prosperity Consulting Group
Maryland
$335K – – –
OWA
152
Opal Wealth Advisors
New York
$327K -$1.8M -33,441 -84%
CB
153
CNB Bank
Pennsylvania
$326K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$325K +$9.41K +175 +3%
WA
155
Wealth Alliance
New York
$325K -$112K -2,086 -25%
AAG
156
Armstrong Advisory Group
Massachusetts
$324K +$39.2K +729 +14%
NRG
157
Nemes Rush Group
Michigan
$315K +$68.6K +1,276 +27%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$308K – – –
CNC
159
Canandaigua National Corp
New York
$308K +$312K +5,800 New
LWA
160
LifeGoal Wealth Advisors
New York
$306K -$625K -11,621 -67%
CC
161
Courier Capital
New York
$306K +$310K +5,757 New
RZH
162
Relyea Zuckerberg Hanson
Connecticut
$304K – – –
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$300K +$303K +5,640 New
BBES
164
Buffalo Business & Estate Services
New York
$285K +$289K +5,369 New
PWM
165
Peck Wealth Management
New York
$280K +$106K +1,975 +60%
AC
166
Avestar Capital
New York
$280K +$283K +5,270 New
PI
167
PFG Investments
New York
$278K +$40.5K +753 +17%
OIA
168
OneDigital Investment Advisors
Kansas
$271K +$17.5K +325 +7%
AI
169
Atria Investments
North Carolina
$270K -$12.7K -236 -4%
MWAM
170
Manhattan West Asset Management
California
$270K +$161 +3 +0.1%
DIA
171
Davidson Investment Advisors
Montana
$269K +$6.99K +130 +3%
SJGA
172
Stephen J. Garry & Associates
New York
$253K +$35K +650 +16%
AWP
173
Astra Wealth Partners
New Jersey
$252K – – –
RWP
174
Revolve Wealth Partners
New Jersey
$252K -$1.33M -24,803 -84%
EAM
175
Evanson Asset Management
California
$249K +$1.29K +24 +0.5%