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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
251
Wealth Alliance Advisory Group
Kansas
$292K -$1.91M -40,137 -87%
SS
252
Simplicity Solutions
Minnesota
$290K +$288K +6,032 New
CWM
253
Cornerstone Wealth Management
Missouri
$289K +$285K +5,977 New
FAIM
254
Financial Advocates Investment Management
Washington
$281K -$63.7K -1,336 -19%
AWM
255
AE Wealth Management
Kansas
$272K +$477 +10 +0.2%
CWM
256
Cabot Wealth Management
Massachusetts
$268K -$303K -6,350 -53%
ATC
257
Argent Trust Co
Tennessee
$258K – – –
QCMC
258
Quantum Capital Management (California)
California
$257K -$45.3K -949 -15%
CL
259
CPWM LLC
Washington
$254K +$716 +15 +0.3%
CG
260
Colony Group
Massachusetts
$253K – – –
GC
261
Grimes & Company
Massachusetts
$253K +$251K +5,270 New
DI
262
Diligent Investors
California
$249K +$47.4K +994 +24%
WTC
263
WhitTier Trust Company
Nevada
$247K -$343K -7,197 -58%
SFA
264
Sequoia Financial Advisors
Ohio
$244K -$206K -4,319 -46%
IWC
265
Integrated Wealth Concepts
Massachusetts
$241K +$239K +5,012 New
PWM
266
Paulson Wealth Management
Illinois
$239K -$95.7K -2,005 -29%
BWM
267
BerganKDV Wealth Management
Minnesota
$234K -$445K -9,327 -66%
SPC
268
Sigma Planning Corp
Michigan
$233K -$99K -2,076 -30%
ECAM
269
East Coast Asset Management
Massachusetts
$233K – – –
VCM
270
Versant Capital Management
Arizona
$232K +$50.6K +1,060 +28%
WP
271
WealthShield Partners
North Carolina
$231K -$28.5K -598 -11%
BC
272
Brio Consultants
California
$229K +$227K +4,765 New
MWM
273
Modera Wealth Management
New Jersey
$225K – – –
M&T Bank
274
M&T Bank
New York
$217K -$15.9K -333 -7%
TWM
275
Titus Wealth Management
California
$216K -$356K -7,455 -62%