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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
276
Physician Wealth Advisors
Utah
$310K +$48.8K +988 +19%
FIM
277
Frontier Investment Management
Texas
$309K -$15.6K -315 -5%
CAM
278
Cozad Asset Management
Illinois
$305K +$303K +6,125 New
V
279
Veritable
Delaware
$302K +$299K +6,050 New
ECM
280
Evergreen Capital Management
Washington
$288K – – –
AWM
281
AE Wealth Management
Kansas
$282K +$3.75K +76 +1%
SPA
282
Sentinel Pension Advisors
Massachusetts
$280K +$17K +344 +7%
AA
283
Alesco Advisors
New York
$275K -$14.8K -300 -5%
IP
284
Investment Partners
Ohio
$273K +$270K +5,474 New
VA
285
Valmark Advisers
Ohio
$271K – – –
JWS
286
Juncture Wealth Strategies
Arizona
$269K +$266K +5,388 New
QWM
287
QP Wealth Management
New Jersey
$266K +$54.7K +1,107 +26%
GC
288
Grimes & Company
Massachusetts
$263K – – –
PFM
289
Parsec Financial Management
North Carolina
$263K – – –
SPC
290
Sigma Planning Corp
Michigan
$260K -$176K -3,555 -41%
PWM
291
Paulson Wealth Management
Illinois
$257K -$18.2K -369 -7%
MMA
292
Miracle Mile Advisors
California
$251K – – –
CL
293
CPWM LLC
Washington
$251K +$99 +2 +0%
GAM
294
Gould Asset Management
California
$250K +$248K +5,015 New
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$248K -$9.88K -200 -4%
TWM
296
Titus Wealth Management
California
$245K – – –
MWM
297
Modera Wealth Management
New Jersey
$242K -$5.29K -107 -2%
PFO
298
Pathstone Family Office
New Jersey
$242K +$53.4K +1,080 +29%
CMO
299
Covenant Multifamily Offices
Texas
$229K -$278K -5,623 -55%
IWC
300
Integrated Wealth Concepts
Massachusetts
$229K -$61K -1,234 -21%