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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Modera Wealth Management
New Jersey
$230K
M&T Bank
277
M&T Bank
New York
$226K
TWM
278
Titus Wealth Management
California
$226K +$227K +4,614 New
S
279
Surevest
California
$219K +$786 +16 +0.4%
FCA
280
FLC Capital Advisors
California
$216K
BSAM
281
Blue Square Asset Management
New York
$212K +$213K +4,329 New
TIM
282
Tortoise Investment Management
New York
$208K -$98.2K -2,000 -32%
BCM
283
Brookstone Capital Management
Illinois
$207K +$208K +4,234 New
FAIM
284
Financial Advocates Investment Management
Washington
$206K -$107K -2,183 -34%
HCM
285
Hollencrest Capital Management
California
$205K
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$205K
VWM
287
Venturi Wealth Management
Texas
$204K
KeyBank National Association
288
KeyBank National Association
Ohio
$203K -$3.44K -70 -2%
LHC
289
Little House Capital
Massachusetts
$201K
ECM
290
Evergreen Capital Management
Washington
$201K +$201K +4,100 New
CA
291
Calton & Associates
Florida
$200K +$200K +4,079 New
GWA
292
Guidant Wealth Advisors
Illinois
$184K +$49 +1 +0%
BlackRock
293
BlackRock
New York
$151K -$4.19M -85,276 -96%
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K
Deutsche Bank
295
Deutsche Bank
Germany
$143K
1IA
296
1834 Investment Advisors
Wisconsin
$142K
WT
297
Whittier Trust
California
$136K
IA
298
IFP Advisors
Florida
$125K +$125K +2,550 New
BFEC
299
Benjamin F. Edwards & Company
Missouri
$124K +$393 +8 +0.3%
EK
300
Evensky & Katz
Florida
$114K +$7.95K +162 +7%