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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
351
Johnson Financial Group LLC (Colorado)
Colorado
$230K +$228K +4,830 New
TW
352
TrinityPoint Wealth
Connecticut
$227K +$225K +4,764 New
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$223K
HCM
354
Highview Capital Management
Illinois
$217K
HCM
355
Hengehold Capital Management
Ohio
$214K -$18.7K -397 -8%
OWA
356
Octavia Wealth Advisors
Ohio
$212K
BAWC
357
Boyce & Associates Wealth Consulting
Texas
$209K
VAS
358
Vestmark Advisory Solutions
Massachusetts
$208K +$207K +4,379 New
FC
359
Financial Council
Maryland
$205K
M
360
MYeCFO
California
$204K
TI
361
Tidal Investments
Wisconsin
$204K
GIA
362
Gladstone Institutional Advisory
Florida
$203K -$89K -1,884 -31%
BDF
363
Black Diamond Financial
Maryland
$203K
Fidelity Investments
364
Fidelity Investments
Massachusetts
$201K -$211K -4,472 -51%
BA
365
Bristlecone Advisors
Washington
$194K +$193K +4,078 New
MBFW
366
Morton Brown Family Wealth
Pennsylvania
$187K -$16.5K -350 -8%
GAG
367
Goodman Advisory Group
Massachusetts
$177K -$10.7K -226 -6%
GRP
368
Global Retirement Partners
California
$172K +$36.6K +775 +27%
WT
369
Whittier Trust
California
$151K
TIM
370
Tortoise Investment Management
New York
$150K
Deutsche Bank
371
Deutsche Bank
Germany
$147K
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
HI
373
Harbour Investments
Wisconsin
$138K -$3.07K -65 -2%
AIP
374
Ameritas Investment Partners
Nebraska
$126K
CCA
375
Column Capital Advisors
Indiana
$121K