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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
326
Investment Partners
Ohio
$354K -$39.1K -832 -10%
SF
327
Synovus Financial
Georgia
$348K -$90.4K -1,925 -21%
TIM
328
Tortoise Investment Management
New York
$347K – – –
VWM
329
Venturi Wealth Management
Texas
$346K – – –
IWP
330
Icon Wealth Partners
Texas
$344K – – –
RA
331
RFG Advisory
Alabama
$342K -$6.9K -147 -2%
MWM
332
Meridian Wealth Management
Kentucky
$331K +$329K +7,000 New
FUBT
333
First United Bank & Trust
Maryland
$329K +$72.8K +1,550 +29%
ANB
334
Amarillo National Bank
Texas
$324K +$322K +6,850 New
RRC
335
Relaxing Retirement Coach
Massachusetts
$321K -$1.17M -24,920 -79%
WA
336
Wealthstar Advisors
Texas
$321K -$2.07K -44 -0.6%
FG
337
Fiduciary Group
Georgia
$318K – – –
First Trust Advisors
338
First Trust Advisors
Illinois
$317K -$14.6K -311 -4%
DI
339
Diligent Investors
California
$305K -$24.7K -525 -8%
SBH
340
Segall Bryant & Hamill
Illinois
$302K – – –
VCM
341
Versant Capital Management
Arizona
$298K +$65.8K +1,401 +29%
MCM
342
Monarch Capital Management
Indiana
$297K – – –
GIM
343
Greenwich Investment Management
Connecticut
$295K -$3.05K -65 -1%
YIA
344
YHB Investment Advisors
Connecticut
$290K -$9.39K -200 -3%
WMR
345
Wealth Management Resources
Rhode Island
$289K -$458K -9,750 -61%
SW
346
SVB Wealth
Massachusetts
$288K -$23.2K -495 -8%
GIA
347
Goodwin Investment Advisory
Georgia
$287K +$260K +5,541 +1,061%
AFC
348
AFT Forsyth & Company
Florida
$282K – – –
SFA
349
Sequoia Financial Advisors
Ohio
$277K -$36K -766 -12%
BOTW
350
Bank of the West
California
$273K – – –