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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
376
RPg Family Wealth Advisory
Massachusetts
$17.1K – – –
CFO
377
CVA Family Office
Colorado
$15K +$14.7K +300 New
VFA
378
Valeo Financial Advisors
Indiana
$13K +$7.68K +157 +159%
ClearBridge Investments
379
ClearBridge Investments
New York
$11K – – –
SCA
380
Stonebridge Capital Advisors
Minnesota
$11K – – –
CAN
381
Claraphi Advisory Network
United States
$11K +$10.5K +215 New
LS
382
Leelyn Smith
Illinois
$11K +$10.6K +216 New
SFSG
383
Stearns Financial Services Group
North Carolina
$10K +$10.3K +210 New
TF
384
TimeScale Financial
Massachusetts
$9K -$6.36K -130 -40%
DWM
385
Darwin Wealth Management
Florida
$9K +$9.14K +187 New
AW
386
Alpha Windward
Massachusetts
$5K -$257K -5,250 -98%
LWM
387
Liberty Wealth Management
California
$5K +$49 +1 +1%
TRCT
388
Tower Research Capital (TRC)
New York
$5K +$5.13K +105 New
First Manhattan
389
First Manhattan
New York
$5K +$5.77K +118 New
CP
390
Corbenic Partners
Pennsylvania
$4K – – –
MSFP
391
Mark Sheptoff Financial Planning
Connecticut
$4K +$4.11K +84 New
WQ
392
Wealth Quarterback
New Jersey
$1.47K – – –
RFA
393
Reilly Financial Advisors
California
$1K – – –
WIM
394
Westside Investment Management
California
$908 +$909K +18,582 New
PPW
395
Parcion Private Wealth
Washington
– -$18.1M -368,298 Closed
TI
396
tru Independence
Oregon
– -$3.62M -74,052 Closed
CC
397
Callan Capital
California
– -$2.8M -56,997 Closed
EH
398
Equitable Holdings
New York
– -$1.32M -26,962 Closed
PI
399
PFS Investments
Georgia
– -$1.25M -25,344 Closed
IAA
400
Independent Advisor Alliance
North Carolina
– -$938K -19,094 Closed