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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$284K +$34.2K +1,200 +14%
PA
102
Paracle Advisors
Washington
$267K – – –
BDF
103
Black Diamond Financial
Maryland
$265K – – –
WLIM
104
White Lighthouse Investment Management
Massachusetts
$256K – – –
TCBWMS
105
Texas Capital Bank Wealth Management Services
Texas
$255K +$256K +8,986 New
FHC
106
First Heartland Consultants
Missouri
$252K +$31.5K +1,106 +14%
WIA
107
World Investment Advisors
California
$252K +$253K +8,862 New
MMA
108
Miracle Mile Advisors
California
$245K -$109K -3,830 -31%
CFG
109
Citizens Financial Group
Rhode Island
$242K – – –
SCA
110
Snowden Capital Advisors
New York
$239K +$239K +8,390 New
GIM
111
Greenwich Investment Management
Connecticut
$227K -$285K -10,000 -56%
EC
112
Estate Counselors
Wisconsin
$224K -$1.71K -60 -0.8%
KA
113
Kovack Advisors
Florida
$222K +$171 +6 +0.1%
CIM
114
Confluence Investment Management
Missouri
$215K +$216K +7,564 New
WWM
115
Western Wealth Management
Colorado
$212K +$8.72K +306 +4%
GVAG
116
Great Valley Advisor Group
Delaware
$203K +$203K +7,106 New
ARG
117
Advisory Resource Group
Oklahoma
$203K +$203K +7,128 New
JCM
118
Jacobi Capital Management
Pennsylvania
$188K -$11.4K -400 -6%
FHA
119
Flagship Harbor Advisors
Massachusetts
$168K -$2.79K -98 -2%
ACA
120
Aptus Capital Advisors
Alabama
$146K +$143K +5,000 +3,333%
SPIA
121
Steward Partners Investment Advisory
New York
$141K – – –
IA
122
IFP Advisors
Florida
$135K -$1.37K -48 -1%
EP
123
Eudaimonia Partners
Tennessee
$131K – – –
DI
124
Disciplined Investments
Oklahoma
$125K -$55.1K -1,934 -31%
SFS
125
Sowell Financial Services
Arkansas
$115K -$213K -7,464 -65%
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