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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$622K +$29.4K +632 +5%
CWA
252
Canvas Wealth Advisors
Kansas
$611K -$15.5K -332 -3%
BWA
253
Burt Wealth Advisors
Maryland
$611K +$605K +13,000 New
SG
254
Sharper & Granite
California
$611K +$605K +13,000 New
MAC
255
Mason & Associates (California)
California
$610K – – –
BWM
256
BCS Wealth Management
Tennessee
$601K +$199K +4,271 +50%
CAM
257
Cresset Asset Management
Illinois
$595K – – –
HWA
258
HCR Wealth Advisors
California
$587K – – –
KeyBank National Association
259
KeyBank National Association
Ohio
$586K -$57.6K -1,238 -9%
TCPWM
260
Traverso Chambers Private Wealth Management
California
$586K – – –
BOPW
261
Brandywine Oak Private Wealth
Pennsylvania
$582K +$255K +5,483 +80%
WP
262
WealthShield Partners
North Carolina
$576K +$51.7K +1,110 +10%
IA
263
IFG Advisory
Georgia
$570K -$601K -12,911 -52%
AWM
264
Altus Wealth Management
Kentucky
$563K – – –
FSG
265
Financial Strategies Group
Michigan
$562K +$316K +6,788 +131%
RPA
266
Rock Point Advisors
Vermont
$561K +$4.66K +100 +0.8%
CA
267
Cetera Advisors
Colorado
$557K +$552K +11,855 New
PFPT
268
Pinnacle Financial Partners (Tennessee)
Tennessee
$556K – – –
EWM
269
Evermay Wealth Management
Virginia
$554K -$474K -10,173 -46%
GT
270
Glenview Trust
Kentucky
$546K – – –
DWT
271
Dorsey & Whitney Trust
South Dakota
$541K -$38.8K -834 -7%
PCA
272
Peddock Capital Advisors
Massachusetts
$540K -$1.68M -36,010 -76%
1IA
273
1834 Investment Advisors
Wisconsin
$536K +$531K +11,406 New
BHWM
274
Beaird Harris Wealth Management
Texas
$533K +$317K +6,816 +150%
SWP
275
Stratos Wealth Partners
Ohio
$521K +$15K +323 +3%