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SCNM

Sterling Capital National Municipal Bond ETF
SCNM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$88.9M +$90M +3,574,557 New
KFG
2
Kingdom Financial Group
Arizona
$31.8M +$32.2M +1,278,316 New
LAS
3
Lloyd Advisory Services
Georgia
$31.8M +$32.2M +1,278,316 New
LI
4
LifeWealth Investments
Florida
$7.23M +$7.32M +290,988 New
AWMNH
5
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.48M +$5.55M +220,403 New
SW
6
SMART Wealth
Nebraska
$4.76M +$4.82M +191,330 New
NA
7
Networth Advisors
Pennsylvania
$2.86M +$2.89M +115,016 New
Truist Financial
8
Truist Financial
North Carolina
$2.72M +$2.76M +109,562 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.72M +$2.76M +109,562 New
HBS
10
Howard Bailey Securities
Indiana
$2.52M +$2.55M +101,282 New
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$2.09M +$2.12M +84,240 New
FWM
12
FLP Wealth Management
Arkansas
$1.74M +$1.77M +70,146 New
Jane Street
13
Jane Street
New York
$1.37M +$1.39M +55,029 New
KCM
14
Key Capital Management
Tennessee
$1.07M +$1.08M +42,898 New
TWP
15
Triad Wealth Partners
Kansas
$921K +$932K +37,043 New
SW
16
Simplicity Wealth
New Jersey
$856K +$866K +34,415 New
LIA
17
LifePlan Investment Advisors
North Carolina
$505K +$512K +20,332 New
CA
18
Centennial Advisors
Texas
$343K +$348K +13,808 New
Citadel Advisors
19
Citadel Advisors
Florida
$328K +$332K +13,201 New
CA
20
CoreCap Advisors
Michigan
$326K +$330K +13,127 New
FA
21
FSA Advisors
Michigan
$256K +$259K +10,284 New
IWMO
22
Integrated Wealth Management (Ohio)
Ohio
$211K +$213K +8,479 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$94.4K +$95.6K +3,797 New
DRP
24
Decker Retirement Planning
Utah
$81.7K +$82.7K +3,285 New
HI
25
Harbour Investments
Wisconsin
$25.2K +$25.5K +1,015 New
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