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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$387K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$381K -$167K -5,786 -31%
BAM
103
Bruderman Asset Management
New York
$379K +$64.3K +2,232 +21%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$347K -$187K -6,480 -35%
EFG
105
Everhart Financial Group
Ohio
$337K +$329K +11,422 New
F
106
F3Logic
Minnesota
$336K +$2.94K +102 +0.9%
NNP
107
Nachman Norwood & Parrott
South Carolina
$325K
BWM
108
BerganKDV Wealth Management
Minnesota
$309K +$6.11K +212 +2%
SIC
109
Samalin Investment Counsel
New York
$304K +$1.84K +64 +0.6%
HWA
110
HCR Wealth Advisors
California
$301K
SSWM
111
Sheets Smith Wealth Management
North Carolina
$296K +$749 +26 +0.3%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$282K -$56.7K -1,970 -17%
VFA
113
Valeo Financial Advisors
Indiana
$278K -$70.8K -2,460 -21%
PA
114
Paracle Advisors
Washington
$277K
BDF
115
Black Diamond Financial
Maryland
$275K
TCBWMS
116
Texas Capital Bank Wealth Management Services
Texas
$266K +$864 +30 +0.3%
WLIM
117
White Lighthouse Investment Management
Massachusetts
$265K
FHC
118
First Heartland Consultants
Missouri
$265K +$3.74K +130 +1%
GWM
119
Geneos Wealth Management
Colorado
$259K +$346 +12 +0.1%
GVAG
120
Great Valley Advisor Group
Delaware
$253K +$43K +1,494 +21%
CFG
121
Citizens Financial Group
Rhode Island
$251K
SS
122
Simplicity Solutions
Minnesota
$249K -$618K -21,444 -72%
TC
123
TownSquare Capital
Utah
$248K +$242K +8,392 New
SCA
124
Snowden Capital Advisors
New York
$247K
CIM
125
Confluence Investment Management
Missouri
$240K +$16.1K +558 +7%