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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
226
One Capital Management
California
$715K +$49.4K +995 +7%
OAP
227
One Advisory Partners
Kansas
$710K +$712K +14,334 New
RWP
228
RWA Wealth Partners
Massachusetts
$707K -$211K -4,240 -23%
AP
229
Advisors Preferred
Maryland
$704K -$381K -7,670 -35%
NFG
230
Nations Financial Group
Iowa
$702K +$944 +19 +0.1%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$695K -$80.9K -1,628 -10%
SWMG
232
Signature Wealth Management Group
Georgia
$686K
SWA
233
Sightline Wealth Advisors
Connecticut
$684K +$6.71K +135 +1%
QWM
234
QP Wealth Management
New Jersey
$682K +$285K +5,730 +71%
OPCM
235
Osborne Partners Capital Management
California
$672K +$673K +13,550 New
ASN
236
Advisory Services Network
Georgia
$671K +$184K +3,710 +38%
CWM
237
Cornerstone Wealth Management
Missouri
$666K +$109K +2,193 +20%
AWM
238
AE Wealth Management
Kansas
$656K +$164K +3,310 +33%
PWP
239
Personal Wealth Partners
Minnesota
$641K
PJSIMP
240
P.J. Schmidt Investment Management (PJS)
Wisconsin
$625K -$438K -8,821 -41%
TCPWM
241
Traverso Chambers Private Wealth Management
California
$618K +$12.9K +260 +2%
FG
242
Fiduciary Group
Georgia
$615K -$8K -161 -1%
SWM
243
Spire Wealth Management
Virginia
$602K +$604K +12,152 New
Lido Advisors
244
Lido Advisors
California
$591K -$9.79K -197 -2%
First Trust Advisors
245
First Trust Advisors
Illinois
$586K -$108K -2,166 -15%
WWM
246
Windsor Wealth Management
Indiana
$584K +$67.4K +1,357 +13%
CA
247
Cetera Advisors
Colorado
$584K +$585K +11,776 New
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$579K -$4.52M -90,903 -89%
GT
249
Glenview Trust
Kentucky
$576K
CL
250
CPWM LLC
Washington
$575K +$20.3K +409 +4%