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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$551K -$2.87M -58,488 -84%
EWA
227
EP Wealth Advisors
California
$550K -$1.57K -32 -0.3%
SFWA
228
Summit Financial Wealth Advisors
Louisiana
$548K – – –
KeyBank National Association
229
KeyBank National Association
Ohio
$547K +$343K +7,000 +169%
RPA
230
Rock Point Advisors
Vermont
$538K +$537K +10,950 New
NFG
231
Nations Financial Group
Iowa
$527K +$834 +17 +0.2%
MFS
232
McNamara Financial Services
Massachusetts
$525K -$46.3K -945 -8%
ECM
233
Exchange Capital Management
Michigan
$501K -$5.25K -107 -1%
IP
234
Intellectus Partners
California
$501K +$107K +2,192 +27%
FAM
235
Foothills Asset Management
Arizona
$499K – – –
SG
236
StoneX Group
New York
$499K +$498K +10,159 New
FCBT
237
First Citizens Bank & Trust
North Carolina
$495K – – –
OIA
238
Optimum Investment Advisors
Illinois
$491K – – –
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$487K – – –
FTUS
240
Flow Traders U.S.
New York
$481K +$481K +9,801 New
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$463K – – –
OMIC
242
Old Mission Investment Co
Michigan
$449K +$2.11K +43 +0.5%
IA
243
IFP Advisors
Florida
$446K +$321K +6,548 +257%
BSB
244
Bangor Savings Bank
Maine
$444K +$42.1K +858 +10%
CRWM
245
Castle Rock Wealth Management
California
$437K +$73.5K +1,500 +20%
GIM
246
Greenwich Investment Management
Connecticut
$432K -$712K -14,525 -62%
WWM
247
Windsor Wealth Management
Indiana
$431K +$430K +8,771 New
AFC
248
AFT Forsyth & Company
Florida
$428K – – –
BWM
249
BCS Wealth Management
Tennessee
$426K +$425K +8,670 New
BDF
250
Black Diamond Financial
Maryland
$420K -$298K -6,085 -42%