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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Baldrige Asset Management
Pennsylvania
$515K -$19.2K -412 -4%
WWA
277
WCG Wealth Advisors
Nevada
$506K – – –
BOTW
278
Bank of the West
California
$505K +$501K +10,759 New
SWA
279
Stratos Wealth Advisors
Ohio
$499K +$495K +10,623 New
GWP
280
Gateway Wealth Partners
Wisconsin
$493K +$488K +10,491 New
KPWS
281
Kestra Private Wealth Services
Texas
$488K +$273K +5,855 +129%
RRC
282
Relaxing Retirement Coach
Massachusetts
$483K +$478K +10,271 New
EA
283
Eclectic Associates
California
$471K – – –
SWA
284
Sightline Wealth Advisors
Connecticut
$471K -$51.1K -1,098 -10%
RJT
285
Raymond James Trust
Florida
$471K +$5.49K +118 +1%
CTA
286
Colonial Trust Advisors
South Carolina
$470K – – –
DI
287
DFPG Investments
Utah
$464K +$456K +9,795 New
MFG
288
Merit Financial Group
Georgia
$453K +$449K +9,636 New
KWM
289
Kingsview Wealth Management
Oregon
$452K -$354K -7,606 -44%
IA
290
IFG Advisors
Missouri
$452K -$60.7K -1,305 -12%
ONSWM
291
Old North State Wealth Management
North Carolina
$447K +$1.16K +25 +0.3%
WMR
292
Wealth Management Resources
Rhode Island
$438K +$139K +2,981 +47%
AWS
293
AJ Wealth Strategies
New York
$435K -$1.44M -30,966 -77%
PSCM
294
Per Stirling Capital Management
Texas
$430K +$426K +9,152 New
VCM
295
Versant Capital Management
Arizona
$425K +$421K +9,047 New
CA
296
CapWealth Advisors
Tennessee
$423K -$11.6K -250 -3%
CCM
297
Colorado Capital Management
Colorado
$421K -$225K -4,837 -35%
JFA
298
JNBA Financial Advisors
Minnesota
$417K +$19.9K +427 +5%
Fidelity Investments
299
Fidelity Investments
Massachusetts
$408K +$373K +8,018 +1,190%
SF
300
Synovus Financial
Georgia
$408K +$56.5K +1,214 +16%