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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$35K +$413 +14 +1%
TWA
152
TCI Wealth Advisors
Arizona
$35K +$35.4K +1,200 New
GRP
153
Global Retirement Partners
California
$33K +$413 +14 +1%
NFG
154
Next Financial Group
Texas
$33K +$30.6K +1,038 +1,180%
Deutsche Bank
155
Deutsche Bank
Germany
$31K +$31.3K +1,062 New
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$12.6K -428 -30%
SWM
157
Sugarloaf Wealth Management
Georgia
$24K +$23.9K +810 New
BWM
158
Baystate Wealth Management
Massachusetts
$20K
TCWM
159
Total Clarity Wealth Management
Illinois
$18K +$17.9K +608 New
BW
160
Bison Wealth
Georgia
$15K +$14.9K +506 New
AF
161
Advisornet Financial
Minnesota
$12K +$10.3K +350 +795%
LFG
162
LifePlan Financial Group
Ohio
$12K +$11.7K +396 New
IAS
163
IMA Advisory Services
Colorado
$11K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$10K
CFA
165
Carroll Financial Associates
North Carolina
$10K +$10.3K +350 New
OPS
166
Orion Portfolio Solutions
Nebraska
$8K +$8.32K +282 New
AIP
167
Ameritas Investment Partners
Nebraska
$6K
ACA
168
Aptus Capital Advisors
Alabama
$4K
US Bancorp
169
US Bancorp
Minnesota
$4K
MA
170
MCF Advisors
Kentucky
$4K +$59 +2 +2%
LPWM
171
Lake Point Wealth Management
Texas
$3K +$2.54K +86 New
GWMIA
172
Global Wealth Management Investment Advisory
Florida
$1K
TC
173
Trilogy Capital
California
-$6.06M -204,244 Closed
Mariner
174
Mariner
Kansas
-$628K -21,158 Closed
CS
175
Credit Suisse
Switzerland
-$594K -20,000 Closed