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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
251
Rock Point Advisors
Vermont
$568K
PFPT
252
Pinnacle Financial Partners (Tennessee)
Tennessee
$563K
CWA
253
Canvas Wealth Advisors
Kansas
$555K -$50.4K -1,068 -8%
AWM
254
Avior Wealth Management
Nebraska
$555K -$1.87M -39,577 -77%
GT
255
Glenview Trust
Kentucky
$553K
RCA
256
Resonant Capital Advisors
Wisconsin
$552K -$300K -6,361 -35%
PCA
257
Peddock Capital Advisors
Massachusetts
$547K
DI
258
DFPG Investments
Utah
$542K +$75.3K +1,594 +16%
CA
259
Cetera Advisors
Colorado
$538K -$25.7K -545 -5%
PFA
260
Pettinga Financial Advisors
Indiana
$536K -$556K -11,766 -51%
Creative Planning
261
Creative Planning
Kansas
$529K -$202K -4,287 -28%
WMR
262
Wealth Management Resources
Rhode Island
$528K +$91K +1,928 +21%
BWP
263
Balboa Wealth Partners
Arizona
$515K +$149K +3,160 +41%
IA
264
IFG Advisors
Missouri
$507K +$49.2K +1,042 +11%
PCMC
265
Private Capital Management (Colorado)
Colorado
$501K +$498K +10,542 New
BHWM
266
Beaird Harris Wealth Management
Texas
$498K -$41.5K -879 -8%
SC
267
Stephens Consulting
Michigan
$491K +$488K +10,334 New
CAM
268
Cresset Asset Management
Illinois
$487K -$191K -4,040 -28%
CCWA
269
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$477K +$474K +10,033 New
CTA
270
Colonial Trust Advisors
South Carolina
$476K
AT
271
Avalon Trust
New Mexico
$476K +$472K +10,000 New
SB
272
Strategic Blueprint
Georgia
$466K +$462K +9,790 New
SWA
273
Sightline Wealth Advisors
Connecticut
$463K -$13.9K -295 -3%
KPWS
274
Kestra Private Wealth Services
Texas
$460K -$33.8K -716 -7%
RRC
275
Relaxing Retirement Coach
Massachusetts
$456K -$32.2K -682 -7%