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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Chemistry Wealth Management
New York
$370K +$386K +13,420 New
CWS
152
Cypress Wealth Services
California
$366K +$633 +22 +0.2%
SW
153
Simplicity Wealth
New Jersey
$348K -$741K -25,724 -67%
FAG
154
Fortitude Advisory Group
Washington
$344K +$29.1K +1,010 +9%
WP
155
WealthShield Partners
North Carolina
$341K +$356K +12,382 New
FCG
156
Financial Connections Group
California
$338K -$172K -5,964 -33%
CCM
157
Coldstream Capital Management
Washington
$334K
SFP
158
Strategic Financial Planning
Texas
$328K +$343K +11,908 New
GI
159
Gradient Investments
Minnesota
$326K -$2.3K -80 -0.7%
KL
160
KilterHowling LLC
Colorado
$321K -$15.5K -538 -4%
SFP
161
Strategic Financial Partners
Oregon
$321K +$335K +11,652 New
MWM
162
Modera Wealth Management
New Jersey
$319K +$333K +11,572 New
First Trust Advisors
163
First Trust Advisors
Illinois
$310K -$8.46K -294 -3%
IWM
164
IHT Wealth Management
Illinois
$310K +$20.7K +720 +7%
GIA
165
Gladstone Institutional Advisory
Florida
$310K +$54.4K +1,888 +20%
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K -$138K -4,800 -30%
KWM
167
Kingsview Wealth Management
Oregon
$298K
SIC
168
Samalin Investment Counsel
New York
$298K -$39K -1,356 -11%
ARG
169
Advisory Resource Group
Oklahoma
$293K -$2.65K -92 -0.9%
CA
170
Cetera Advisors
Colorado
$287K -$309K -10,728 -51%
5L
171
55I LLC
Massachusetts
$286K +$299K +10,384 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$283K -$34.3K -1,190 -10%
MG
173
Mather Group
Illinois
$283K +$296K +10,276 New
HWA
174
HCR Wealth Advisors
California
$282K
Betterment LLC
175
Betterment LLC
New York
$280K +$293K +10,170 New