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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
276
Wealth Alliance Advisory Group
Kansas
$240K – – –
PWM
277
Paulson Wealth Management
Illinois
$239K -$14.4K -297 -6%
ECAM
278
East Coast Asset Management
Massachusetts
$237K – – –
WP
279
WealthShield Partners
North Carolina
$235K – – –
BC
280
Brio Consultants
California
$235K +$778 +16 +0.3%
MWM
281
Modera Wealth Management
New Jersey
$229K – – –
M&T Bank
282
M&T Bank
New York
$226K -$12.2K -250 -5%
S
283
Surevest
California
$218K +$729 +15 +0.3%
EFS
284
Econ Financial Services
Pennsylvania
$218K +$217K +4,462 New
FCA
285
FLC Capital Advisors
California
$215K -$146K -3,000 -41%
AFP
286
Ausdal Financial Partners
Iowa
$210K +$389 +8 +0.2%
AW
287
ACG Wealth
Georgia
$207K -$1.26K -26 -0.6%
KeyBank National Association
288
KeyBank National Association
Ohio
$206K – – –
HCM
289
Hollencrest Capital Management
California
$205K – – –
VWM
290
Venturi Wealth Management
Texas
$204K +$202K +4,162 New
LHC
291
Little House Capital
Massachusetts
$201K – – –
Fidelity Investments
292
Fidelity Investments
Massachusetts
$200K +$50.4K +1,037 +34%
CWM
293
Confluence Wealth Management
Oregon
$200K +$199K +4,093 New
HR
294
Howe & Rusling
New York
$188K +$36.5K +750 +24%
GWA
295
Guidant Wealth Advisors
Illinois
$184K +$194 +4 +0.1%
DWM
296
Destination Wealth Management
California
$162K – – –
BC
297
Bartlett & Co
Ohio
$159K – – –
BCWM
298
Bartlett & Co Wealth Management
Ohio
$159K – – –
LWCFA
299
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K – – –
Deutsche Bank
300
Deutsche Bank
Germany
$143K -$756K -15,551 -84%