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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$312K +$58.5K +2,104 +23%
JP Morgan Chase
77
JP Morgan Chase
New York
$308K +$17.8K +640 +6%
CWS
78
Cypress Wealth Services
California
$306K +$40K +1,440 +15%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$299K +$39.7K +1,426 +15%
HWA
80
HCR Wealth Advisors
California
$298K -$11.1K -400 -4%
Mariner
81
Mariner
Kansas
$282K +$280K +10,056 New
MWA
82
Martel Wealth Advisors
Washington
$279K +$276K +9,936 New
AL
83
Aspiriant LLC
California
$275K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$273K -$112K -4,044 -29%
OC
85
Oarsman Capital
Wisconsin
$273K -$24.9K -896 -8%
BDF
86
Black Diamond Financial
Maryland
$261K +$259K +9,320 New
BA
87
Boston Advisors
Massachusetts
$252K -$133K -4,782 -35%
WLIM
88
White Lighthouse Investment Management
Massachusetts
$252K
GP
89
Girard Partners
Pennsylvania
$240K +$12K +432 +5%
SFC
90
SYM Financial Corp
Indiana
$239K +$237K +8,532 New
BTNA
91
Bremer Trust National Association
Minnesota
$225K
PFG
92
Piershale Financial Group
Illinois
$212K -$1.21M -43,622 -85%
LFAS
93
Level Four Advisory Services
Texas
$209K
GWA
94
Guidant Wealth Advisors
Illinois
$208K -$57.6K -2,070 -22%
CFG
95
Citizens Financial Group
Rhode Island
$205K
GVAG
96
Great Valley Advisor Group
Delaware
$203K +$201K +7,244 New
CA
97
Continuum Advisory
Idaho
$200K +$199K +7,148 New
CAL
98
Capital Analysts LLC
Pennsylvania
$198K +$197K +7,078 New
IA
99
IFP Advisors
Florida
$176K -$197K -7,098 -53%
JCM
100
Jacobi Capital Management
Pennsylvania
$168K