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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
101
USAdvisors Wealth Management
Minnesota
$806K +$1.53M +53,206 New
MWA
102
Martel Wealth Advisors
Washington
$786K +$249K +8,644 +46%
SSC
103
Syverson Strege & Co
Iowa
$774K +$135K +4,686 +20%
RCA
104
Reitz Capital Advisors
Michigan
$720K -$13.5K -468 -2%
FA
105
FC Advisory
Pennsylvania
$706K -$117K -4,056 -14%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$678K -$1.35M -46,844 -66%
SPIA
107
Steward Partners Investment Advisory
New York
$648K -$25.6K -890 -4%
KAS
108
Kestra Advisory Services
Texas
$630K -$305K -10,596 -32%
BCI
109
Brinker Capital Investments
Pennsylvania
$625K -$27.6K -958 -4%
SWM
110
Spire Wealth Management
Virginia
$621K +$629K +21,830 +3,220%
MIAN
111
Mariner Independent Advisor Network
Kansas
$618K -$108K -3,756 -14%
MA
112
Mutual Advisors
Nebraska
$608K +$69.6K +2,418 +12%
BCP
113
Blue Chip Partners
Michigan
$599K +$3.17K +110 +0.5%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$595K -$1.17M -40,750 -65%
FSG
115
Financial Strategies Group
Michigan
$575K +$600K +20,852 New
MIM
116
Macroview Investment Management
Maryland
$566K +$591K +20,512 New
SW
117
SVB Wealth
Massachusetts
$557K -$740K -25,712 -56%
SPC
118
Sigma Planning Corp
Michigan
$554K -$163K -5,676 -22%
BPA
119
Beacon Pointe Advisors
California
$548K +$273K +9,476 +91%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$545K +$322K +11,180 +130%
GCA
121
Gradient Capital Advisors
California
$542K
AWS
122
Atria Wealth Solutions
New York
$537K +$560K +19,462 New
AAS
123
Annex Advisory Services
Wisconsin
$536K +$559K +19,428 New
CFA
124
Cahill Financial Advisors
Minnesota
$531K +$109K +3,770 +24%
WMR
125
Wealth Management Resources
Rhode Island
$530K -$163K -5,666 -23%