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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
376
Valeo Financial Advisors
Indiana
$13K +$7.68K +157 +159%
ClearBridge Investments
377
ClearBridge Investments
New York
$11K
SCA
378
Stonebridge Capital Advisors
Minnesota
$11K
CAN
379
Claraphi Advisory Network
United States
$11K +$10.5K +215 New
LS
380
Leelyn Smith
Illinois
$11K +$10.6K +216 New
SFSG
381
Stearns Financial Services Group
North Carolina
$10K +$10.3K +210 New
TF
382
TimeScale Financial
Massachusetts
$9K -$6.36K -130 -40%
DWM
383
Darwin Wealth Management
Florida
$9K +$9.14K +187 New
AW
384
Alpha Windward
Massachusetts
$5K -$257K -5,250 -98%
LWM
385
Liberty Wealth Management
California
$5K +$49 +1 +1%
TRCT
386
Tower Research Capital (TRC)
New York
$5K +$5.13K +105 New
First Manhattan
387
First Manhattan
New York
$5K +$5.77K +118 New
CP
388
Corbenic Partners
Pennsylvania
$4K
MSFP
389
Mark Sheptoff Financial Planning
Connecticut
$4K +$4.11K +84 New
WQ
390
Wealth Quarterback
New Jersey
$1.47K
RFA
391
Reilly Financial Advisors
California
$1K
WIM
392
Westside Investment Management
California
$908 +$909K +18,582 New
WA
393
WBH Advisory
Maryland
$269
PPW
394
Parcion Private Wealth
Washington
-$18.1M -368,298 Closed
TI
395
tru Independence
Oregon
-$3.62M -74,052 Closed
CC
396
Callan Capital
California
-$2.8M -56,997 Closed
EH
397
Equitable Holdings
New York
-$1.32M -26,962 Closed
PI
398
PFS Investments
Georgia
-$1.25M -25,344 Closed
IAA
399
Independent Advisor Alliance
North Carolina
-$938K -19,094 Closed
OC
400
Oppenheimer & Co
New York
-$786K -16,008 Closed