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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
326
Goodwin Investment Advisory
Georgia
$284K +$5.09K +108 +2%
AWA
327
Arete Wealth Advisors
Illinois
$280K -$199K -4,224 -41%
AFC
328
AFT Forsyth & Company
Florida
$275K
OPWM
329
Oakwell Private Wealth Management
Texas
$273K +$280K +5,928 New
ECM
330
Evergreen Capital Management
Washington
$266K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$266K +$425 +9 +0.2%
LWAC
332
Laurel Wealth Advisors (California)
California
$266K +$272K +5,764 New
SPI
333
Sutton Place Investors
New York
$264K +$270K +5,722 New
BRWA
334
B. Riley Wealth Advisors
Florida
$262K +$267K +5,665 New
MBFW
335
Morton Brown Family Wealth
Pennsylvania
$260K -$306K -6,494 -54%
T
336
TCWP
Ohio
$257K +$264K +5,590 New
IP
337
Investment Partners
Ohio
$254K -$92.8K -1,968 -26%
Millennium Management
338
Millennium Management
New York
$251K +$256K +5,436 New
SLWA
339
San Luis Wealth Advisors
California
$251K +$257K +5,449 New
DB
340
Dravo Bay
Delaware
$248K +$253K +5,373 New
TW
341
TrinityPoint Wealth
Connecticut
$246K -$241K -5,118 -49%
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$244K
SPA
343
Sentinel Pension Advisors
Massachusetts
$242K -$4.39K -93 -2%
FSG
344
Financial Strategies Group
Michigan
$238K -$5.85K -124 -2%
CSIC
345
Clifford Swan Investment Counsel
California
$237K
FWP
346
Firethorn Wealth Partners
Georgia
$236K +$242K +5,131 New
CWM
347
Curi Wealth Management
North Carolina
$235K +$31.4K +666 +15%
SW
348
SVB Wealth
Massachusetts
$230K -$52.8K -1,119 -18%
TSS
349
Two Sigma Securities
New York
$229K +$235K +4,971 New
BWP
350
Balboa Wealth Partners
Arizona
$228K +$234K +4,956 New