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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
301
Naples Global Advisors
Florida
$350K -$130K -2,750 -27%
Citadel Advisors
302
Citadel Advisors
Florida
$344K +$352K +7,453 New
SF
303
Synovus Financial
Georgia
$343K +$5.8K +123 +2%
LSPW
304
Lake Street Private Wealth
Illinois
$342K -$63.2K -1,340 -15%
VWM
305
Venturi Wealth Management
Texas
$337K – – –
HWM
306
Howard Wealth Management
Connecticut
$337K +$345K +7,319 New
IWA
307
Icon Wealth Advisors
Texas
$335K +$343K +7,271 New
LWP
308
Lumature Wealth Partners
Georgia
$333K -$207K -4,394 -38%
ECM
309
Exchange Capital Management
Michigan
$326K -$46.5K -985 -12%
FUBT
310
First United Bank & Trust
Maryland
$319K -$2.36K -50 -0.7%
WA
311
Wealthstar Advisors
Texas
$317K +$2.74K +58 +0.8%
BOPW
312
Brandywine Oak Private Wealth
Pennsylvania
$317K +$325K +6,896 New
MLA
313
My Legacy Advisors
Oregon
$311K +$317K +6,727 New
NL
314
NWAM LLC
Washington
$309K +$316K +6,703 New
JWCA
315
J.W. Cole Advisors
Florida
$308K +$315K +6,672 New
CIAS
316
CFS Investment Advisory Services
New Jersey
$304K -$167K -3,538 -35%
First Trust Advisors
317
First Trust Advisors
Illinois
$300K -$9.2K -195 -3%
FG
318
Fiduciary Group
Georgia
$299K -$10.1K -215 -3%
WMR
319
Wealth Management Resources
Rhode Island
$298K +$10.1K +214 +3%
DI
320
Diligent Investors
California
$297K – – –
SBH
321
Segall Bryant & Hamill
Illinois
$297K +$2.88K +61 +1%
YIA
322
YHB Investment Advisors
Connecticut
$292K +$9.91K +210 +3%
SF
323
Summit Financial
New Jersey
$291K +$298K +6,316 New
MCM
324
Monarch Capital Management
Indiana
$290K – – –
NFG
325
Nations Financial Group
Iowa
$287K -$266K -5,643 -48%