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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$708K -$14.4K -290 -2%
RWP
227
RWA Wealth Partners
Massachusetts
$705K – – –
RCAG
228
Rehmann Capital Advisory Group
Michigan
$695K +$1.34K +27 +0.2%
OPCM
229
Osborne Partners Capital Management
California
$693K – – –
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$679K – – –
SWMG
231
Signature Wealth Management Group
Georgia
$678K -$1.83K -37 -0.3%
PFPT
232
Pinnacle Financial Partners (Tennessee)
Tennessee
$656K -$855K -17,253 -57%
DWT
233
Dorsey & Whitney Trust
South Dakota
$649K +$11.8K +238 +2%
TIAM2
234
Tru Independence Asset Management 2
Oregon
$648K +$206K +4,154 +46%
VIM
235
Vista Investment Management
Pennsylvania
$647K +$64.6K +1,302 +11%
OAM
236
Occidental Asset Management
California
$637K – – –
PJSIMP
237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$633K – – –
IA
238
IFG Advisory
Georgia
$627K +$380K +7,662 +152%
KeyBank National Association
239
KeyBank National Association
Ohio
$626K -$153K -3,090 -20%
FAIM
240
Financial Advocates Investment Management
Washington
$618K +$153K +3,095 +34%
TCPWM
241
Traverso Chambers Private Wealth Management
California
$616K – – –
AllianceBernstein
242
AllianceBernstein
Tennessee
$614K -$263K -5,307 -30%
FG
243
Fiduciary Group
Georgia
$610K – – –
SWM
244
Spire Wealth Management
Virginia
$600K – – –
LBC
245
Lowe Brockenbrough & Co
Virginia
$593K +$595K +12,000 New
JWS
246
Juncture Wealth Strategies
Arizona
$588K +$10.1K +203 +2%
GT
247
Glenview Trust
Kentucky
$581K +$6.69K +135 +1%
CL
248
CPWM LLC
Washington
$572K -$1.98K -40 -0.3%
YIA
249
YHB Investment Advisors
Connecticut
$570K -$801K -16,150 -58%
ISG
250
Investment Security Group
Colorado
$568K +$1.04K +21 +0.2%