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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
201
EP Wealth Advisors
California
$568K +$280K +10,806 +100%
GRP
202
Global Retirement Partners
California
$563K +$21.5K +828 +4%
RWM
203
Revisor Wealth Management
Ohio
$561K +$554K +21,345 New
CFA
204
Cahill Financial Advisors
Minnesota
$554K -$88.7K -3,419 -14%
TPI
205
Trust Point Inc
Wisconsin
$551K – – –
EWA
206
ERTS Wealth Advisors
Michigan
$550K – – –
FAM
207
Family Asset Management
South Carolina
$549K -$32.8K -1,266 -6%
CCM
208
Coldstream Capital Management
Washington
$538K – – –
SWA
209
Stratos Wealth Advisors
Ohio
$535K -$701 -27 -0.1%
SI
210
Saxon Interests
Texas
$530K -$30.3K -1,167 -5%
TIA
211
Traphagen Investment Advisors
New Jersey
$530K +$2.54K +98 +0.5%
ASN
212
Advisory Services Network
Georgia
$517K – – –
RW
213
Rede Wealth
Virginia
$513K +$101K +3,887 +25%
AWA
214
Alta Wealth Advisors
Massachusetts
$510K -$150K -5,791 -23%
IWS
215
Integrity Wealth Solutions
Colorado
$509K -$121K -4,681 -19%
RSWM
216
Robertson Stephens Wealth Management
California
$506K +$500K +19,264 New
SWM
217
SigFig Wealth Management
California
$500K +$191K +7,374 +63%
MW
218
MBL Wealth
North Carolina
$499K +$778 +30 +0.2%
IIA
219
Integral Investment Advisors
California
$487K -$63.6K -2,450 -12%
WFS
220
Weitzel Financial Services
Iowa
$487K +$10.5K +404 +2%
BWM
221
BCS Wealth Management
Tennessee
$485K +$41.8K +1,610 +10%
SAF
222
Smith Anglin Financial
Texas
$483K -$43.6K -1,681 -8%
HNB
223
Huntington National Bank
Ohio
$480K – – –
XWM
224
Xcel Wealth Management
Florida
$473K – – –
CAG
225
Curtis Advisory Group
California
$470K – – –
7 8
9
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