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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
351
Curi RMB Capital
Illinois
$204K +$205K +4,297 New
RFS
352
Richardson Financial Services
Massachusetts
$180K +$6.57K +138 +4%
CI
353
CX Institutional
Indiana
$175K +$176K +3,691 New
BL
354
BFSG LLC
California
$166K +$1.62K +34 +1%
EWA
355
EverSource Wealth Advisors
Alabama
$147K -$172K -3,614 -54%
HI
356
Harbour Investments
Wisconsin
$143K +$18.3K +384 +15%
AIP
357
Ameritas Investment Partners
Nebraska
$137K +$1.67K +35 +1%
Deutsche Bank
358
Deutsche Bank
Germany
$136K
WP
359
WealthShield Partners
North Carolina
$123K -$105K -2,198 -46%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K
TLA
361
Tanglewood Legacy Advisors
Texas
$116K -$549K -11,517 -82%
JFA
362
JNBA Financial Advisors
Minnesota
$109K -$20.1K -421 -15%
CHA
363
Carmichael Hill & Associates
Maryland
$107K
MIFH
364
Migdal Insurance & Financial Holdings
Israel
$100K
VWM
365
Valley Wealth Managers
New Jersey
$97.6K
PO
366
Private Ocean
California
$97.1K -$6.33K -133 -6%
NP
367
NorthRock Partners
Minnesota
$95.9K
WPWM
368
Western Pacific Wealth Management
Illinois
$94.9K
AWM
369
Avior Wealth Management
Nebraska
$90.6K +$81.9K +1,719 +905%
KFP
370
Keener Financial Planning
Texas
$87K +$28.3K +594 +48%
WT
371
Whittier Trust
California
$87K
MSG
372
Main Street Group
Virginia
$86.9K +$143 +3 +0.2%
TCM
373
TD Capital Management
Tennessee
$78.8K +$16.1K +338 +26%
RPCA
374
Running Point Capital Advisors
California
$65K
BCM
375
Blume Capital Management
California
$64K