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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$242K +$245K +4,557 New
GK
177
Graney & King
New York
$238K -$3.12K -58 -1%
PWP
178
Principle Wealth Partners
Connecticut
$237K +$240K +4,467 New
MCM
179
MAI Capital Management
Ohio
$233K – – –
AWA
180
Amplius Wealth Advisors
Pennsylvania
$231K +$234K +4,350 New
BPA
181
Beacon Pointe Advisors
California
$225K +$228K +4,244 New
SFA
182
Sequoia Financial Advisors
Ohio
$224K – – –
PAS
183
Park Avenue Securities
New York
$222K +$12.2K +226 +6%
BIG
184
Brookwood Investment Group
Arizona
$220K – – –
CTA
185
Chesley Taft & Associates
Illinois
$218K +$221K +4,100 New
FNWM
186
Financial Network Wealth Management
Utah
$217K – – –
FAFN
187
First Affirmative Financial Network
Colorado
$215K +$218K +4,046 New
BPWM
188
BCS Private Wealth Management
New Jersey
$212K – – –
NSIM
189
North Star Investment Management
Illinois
$210K +$102K +1,900 +93%
SMA
190
Seven Mile Advisory
New Jersey
$208K – – –
PWM
191
Praetorian Wealth Management
California
$205K +$207K +3,846 New
MSFS
192
Main Street Financial Solutions
Pennsylvania
$203K +$206K +3,825 New
MC
193
Middleton & Co
Massachusetts
$202K – – –
CF
194
Centaurus Financial
California
$176K +$914 +17 +0.5%
HIC
195
Hamrick Investment Counsel
Washington
$149K +$32.3K +600 +27%
Deutsche Bank
196
Deutsche Bank
Germany
$132K -$20K -371 -13%
CFD
197
Creative Financial Designs
Indiana
$118K – – –
PTC
198
Private Trust Company
Ohio
$107K – – –
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$99.1K +$100K +1,865 New
ACA
200
Atlas Capital Advisors
Wyoming
$93.7K +$94.9K +1,764 New