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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
51
Caldwell Trust
Florida
$771K -$218K -7,550 -21%
AFP
52
Ausdal Financial Partners
Iowa
$767K -$8.27K -286 -1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$756K -$1.44M -49,874 -64%
TFA
54
Teamwork Financial Advisors
Texas
$756K +$404K +13,968 +102%
FAM
55
Foothills Asset Management
Arizona
$749K -$15.6K -540 -2%
Stifel Financial
56
Stifel Financial
Missouri
$746K -$305K -10,564 -28%
BSAM
57
Blue Square Asset Management
New York
$726K +$552K +19,112 +258%
GIM
58
Greenwich Investment Management
Connecticut
$647K
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$639K +$120K +4,150 +22%
Principal Financial Group
60
Principal Financial Group
Iowa
$638K -$116K -4,022 -15%
Creative Planning
61
Creative Planning
Kansas
$632K
BRC
62
BHF RG Capital
Arizona
$621K
UFF
63
USA Financial Formulas
Michigan
$602K +$636K +22,008 New
FA
64
FC Advisory
Pennsylvania
$600K -$116K -4,000 -15%
PCWA
65
Pacific Capital Wealth Advisors
California
$580K +$462 +16 +0.1%
TNB
66
TCF National Bank
South Dakota
$576K +$2.83K +98 +0.5%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$572K +$27.8K +962 +5%
RIA
68
Regal Investment Advisors
Michigan
$568K +$9.71K +336 +2%
AI
69
Atria Investments
North Carolina
$564K -$88K -3,046 -13%
BCP
70
Blue Chip Partners
Michigan
$560K +$3.58K +124 +0.6%
RSWM
71
Robertson Stephens Wealth Management
California
$555K
GCA
72
Gradient Capital Advisors
California
$537K
GCP
73
Gill Capital Partners
Colorado
$530K +$560K +19,366 New
JP Morgan Chase
74
JP Morgan Chase
New York
$521K +$82.6K +2,858 +18%
PMG
75
ProVise Management Group
Florida
$513K -$1.33M -45,884 -71%