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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$110K -$268K -5,000 -71%
PTC
177
Private Trust Company
Ohio
$108K – – –
IA
178
IFP Advisors
Florida
$91.6K +$750 +14 +0.8%
WP
179
WealthShield Partners
North Carolina
$89.7K +$89.8K +1,677 New
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$80.3K -$23.7K -442 -23%
SPIA
181
Steward Partners Investment Advisory
New York
$79.4K -$662K -12,367 -89%
WTC
182
WhitTier Trust Company
Nevada
$79.3K – – –
LWA
183
LifeGoal Wealth Advisors
New York
$59.9K -$14.9K -279 -2%
RFP
184
Root Financial Partners
California
$40.9K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$21.2K – – –
KG
186
Kilter Group
New York
$8.99K +$9K +168 New
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$7.71K +$7.71K +144 New
FFA
188
Farther Finance Advisors
California
$46 – – –
PA
189
Parallel Advisors
California
$25 – – –
EC
190
Elequin Capital
New York
– -$1.53M -28,595 Closed
DCM
191
Dimension Capital Management
Florida
– -$802K -15,039 Closed
NL
192
NDWM LLC
California
– -$671K -12,583 Closed
FPAS
193
Focus Partners Advisor Solutions
Missouri
– -$670K -12,556 Closed
ATS
194
Ashton Thomas Securities
New York
– -$590K -11,063 Closed
SG
195
Stanich Group
New York
– -$286K -5,364 Closed
AIS
196
American Investment Services
Massachusetts
– -$263K -4,925 Closed
AEPWM
197
Atlantic Edge Private Wealth Management
Florida
– -$155K -2,900 Closed
TIM
198
Tortoise Investment Management
New York
– -$152K -2,847 Closed
BBHC
199
Brown Brothers Harriman & Co
New York
– -$8.86K -166 Closed