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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$777K -$64.6K -1,369 -8%
EFG
227
Everhart Financial Group
Ohio
$762K +$780K +16,526 New
DI
228
Disciplined Investments
Oklahoma
$752K +$24K +508 +3%
MAM
229
MMA Asset Management
Pennsylvania
$751K +$116K +2,467 +18%
MFA
230
Mayflower Financial Advisors
Massachusetts
$743K +$760K +16,115 New
NEWAS
231
N.E.W. Advisory Services
Wisconsin
$721K -$43.1K -913 -6%
IWM
232
IHT Wealth Management
Illinois
$717K +$734K +15,565 New
Bank of New York Mellon
233
Bank of New York Mellon
New York
$715K +$28.8K +611 +4%
JWM
234
JFG Wealth Management
Colorado
$691K +$707K +14,995 New
JC
235
Jentner Corp
Ohio
$687K
TA
236
Tiedemann Advisors
New York
$683K
EWA
237
EverSource Wealth Advisors
Alabama
$683K +$17.5K +371 +3%
WS
238
Wedbush Securities
California
$682K -$35.1K -743 -5%
AF
239
Apexium Financial
Texas
$659K +$675K +14,304 New
CAM
240
Cresset Asset Management
Illinois
$658K -$510K -10,820 -43%
BF
241
BOK Financial
Oklahoma
$651K +$207K +4,386 +45%
CCM
242
Colorado Capital Management
Colorado
$636K -$145K -3,071 -18%
KeyBank National Association
243
KeyBank National Association
Ohio
$632K
SIG
244
Spinnaker Investment Group
California
$632K +$79.7K +1,689 +14%
OPCM
245
Osborne Partners Capital Management
California
$625K
SPIA
246
Steward Partners Investment Advisory
New York
$623K +$568K +12,039 +810%
ACM
247
Antonetti Capital Management
Florida
$622K
BC
248
Bowman & Company
Wisconsin
$620K -$282K -5,975 -31%
CWA
249
Canvas Wealth Advisors
Kansas
$606K -$389K -8,245 -39%
MAC
250
Mason & Associates (California)
California
$598K