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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
Synovus Financial
Georgia
$408K +$56.5K +1,214 +16%
WCM
302
Wealthcare Capital Management
Virginia
$406K -$976K -20,977 -71%
VCM
303
Vivaldi Capital Management
Illinois
$395K -$42.8K -920 -10%
JSA
304
Jacobson & Schmitt Advisors
Wisconsin
$391K
SWP
305
ShoreHaven Wealth Partners
New Jersey
$387K -$38K -816 -9%
MWM
306
MY Wealth Management
Maryland
$382K
JWM
307
JFG Wealth Management
Colorado
$380K -$322K -6,914 -46%
AIM
308
Alhambra Investment Management
Florida
$376K
WSCM
309
Wellington Shields Capital Management
New York
$376K
CRWM
310
Castle Rock Wealth Management
California
$374K -$46.6K -1,000 -11%
CS
311
Comerica Securities
Michigan
$369K +$365K +7,845 New
AWE
312
Avidian Wealth Enterprises
Texas
$367K +$364K +7,820 New
PG
313
Proffitt & Goodson
Tennessee
$366K +$142K +3,054 +64%
CWM
314
Collaborative Wealth Management
Florida
$365K +$361K +7,765 New
JWCA
315
J.W. Cole Advisors
Florida
$364K +$49.7K +1,068 +16%
SP
316
Successful Portfolios
Florida
$363K +$360K +7,735 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$362K +$317K +6,800 +743%
BC
318
Bartlett & Co
Ohio
$362K +$317K +6,800 +743%
BWP
319
Balboa Wealth Partners
Arizona
$360K +$126K +2,709 +55%
SI
320
Saxon Interests
Texas
$350K -$102K -2,197 -23%
IWA
321
Icon Wealth Advisors
Texas
$342K
MHR
322
Matthew Hamilton Rosenberg
$338K +$305K +6,553 +1,026%
VWM
323
Venturi Wealth Management
Texas
$337K -$6.61K -142 -2%
BL
324
BFSG LLC
California
$336K -$27.9K -600 -8%
ECM
325
Exchange Capital Management
Michigan
$332K