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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$778K -$2.75M -58,371 -78%
CA
227
Continuum Advisory
Idaho
$777K -$64.6K -1,369 -8%
EFG
228
Everhart Financial Group
Ohio
$762K +$780K +16,526 New
DI
229
Disciplined Investments
Oklahoma
$752K +$24K +508 +3%
MAM
230
MMA Asset Management
Pennsylvania
$751K +$116K +2,467 +18%
MFA
231
Mayflower Financial Advisors
Massachusetts
$743K +$760K +16,115 New
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$721K -$43.1K -913 -6%
IWM
233
IHT Wealth Management
Illinois
$717K +$734K +15,565 New
Bank of New York Mellon
234
Bank of New York Mellon
New York
$715K +$28.8K +611 +4%
JWM
235
JFG Wealth Management
Colorado
$691K +$707K +14,995 New
JC
236
Jentner Corp
Ohio
$687K – – –
TA
237
Tiedemann Advisors
New York
$683K – – –
EWA
238
EverSource Wealth Advisors
Alabama
$683K +$17.5K +371 +3%
WS
239
Wedbush Securities
California
$682K -$35.1K -743 -5%
AF
240
Apexium Financial
Texas
$659K +$675K +14,304 New
CAM
241
Cresset Asset Management
Illinois
$658K -$510K -10,820 -43%
BF
242
BOK Financial
Oklahoma
$651K +$207K +4,386 +45%
CCM
243
Colorado Capital Management
Colorado
$636K -$145K -3,071 -18%
KeyBank National Association
244
KeyBank National Association
Ohio
$632K – – –
SIG
245
Spinnaker Investment Group
California
$632K +$79.7K +1,689 +14%
OPCM
246
Osborne Partners Capital Management
California
$625K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$623K +$568K +12,039 +810%
ACM
248
Antonetti Capital Management
Florida
$622K – – –
BC
249
Bowman & Company
Wisconsin
$620K -$282K -5,975 -31%
CWA
250
Canvas Wealth Advisors
Kansas
$606K -$389K -8,245 -39%