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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$330K
NWAG
277
Net Worth Advisory Group
Utah
$326K +$7.92K +167 +3%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$325K -$22.3K -471 -6%
FHA
279
First Horizon Advisors
Tennessee
$315K
MHR
280
Matthew Hamilton Rosenberg
$313K
VWM
281
Venturi Wealth Management
Texas
$313K
TSS
282
Two Sigma Securities
New York
$313K +$91.5K +1,929 +42%
QCM
283
Quantinno Capital Management
New York
$312K +$310K +6,526 New
KeyBank National Association
284
KeyBank National Association
Ohio
$312K -$22.8K -481 -7%
NPI
285
New Perspectives Inc
Mississippi
$310K
ASN
286
Advisory Services Network
Georgia
$310K +$1.14K +24 +0.4%
NLP
287
Next Level Private
New York
$306K +$1.95K +41 +0.6%
PCH
288
PGIM Custom Harvest
New Jersey
$298K +$6.45K +136 +2%
PFPT
289
Pinnacle Financial Partners (Tennessee)
Tennessee
$298K
FWM
290
FLP Wealth Management
Arkansas
$290K +$22.6K +477 +9%
VA
291
Valmark Advisers
Ohio
$290K
WSCM
292
Wellington Shields Capital Management
New York
$284K
MNA
293
Manning & Napier Advisors
New York
$280K
PI
294
Parkside Investments
Illinois
$269K -$142K -3,000 -35%
MGIA
295
Moneta Group Investment Advisors
Missouri
$264K -$996 -21 -0.4%
ACA
296
Aptus Capital Advisors
Alabama
$262K -$4.13K -87 -2%
DI
297
Diligent Investors
California
$262K +$95 +2 +0%
B
298
Bailard
California
$259K +$257K +5,422 New
BAWC
299
Boyce & Associates Wealth Consulting
Texas
$252K -$190 -4 -0.1%
SHF
300
Stage Harbor Financial
Massachusetts
$252K