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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
401
Quadrant Capital Group
Ohio
$38K – – –
LFA
402
Level Financial Advisors
New York
$37K -$7.5K -159 -17%
BA
403
Ballast Advisors
Minnesota
$35K – – –
PFM
404
Phillips Financial Management
Indiana
$35K +$35.6K +754 New
GWM
405
Geneos Wealth Management
Colorado
$33K -$40.1K -850 -54%
CDIA
406
Capital Directions Investment Advisors
Georgia
$33K -$33.9K -718 Closed
PTC
407
Private Trust Company
Ohio
$31K -$36.3K -770 -53%
Fidelity Investments
408
Fidelity Investments
Massachusetts
$31K -$17.5K -370 -35%
BSB
409
Bangor Savings Bank
Maine
$29K -$1.27K -27 -4%
MHR
410
Matthew Hamilton Rosenberg
$29K – – –
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$28K -$556K -11,785 -95%
PWMG
412
Prestige Wealth Management Group
New Jersey
$28K – – –
AWM
413
AllSquare Wealth Management
New York
$25K -$11.8K -250 -31%
IBOK
414
Independence Bank of Kentucky
Kentucky
$25K – – –
SPWG
415
Sage Private Wealth Group
Illinois
$25K – – –
CIAS
416
Capital Investment Advisory Services
North Carolina
$23K – – –
CWC
417
Carolinas Wealth Consulting
North Carolina
$23K – – –
FF
418
FourThought Financial
Florida
$23K +$47 +1 +0.2%
FRA
419
Front Row Advisors
California
$20K – – –
ME
420
McIlrath & Eck
Washington
$20K – – –
CWA
421
Clearview Wealth Advisors
Oregon
$19K -$64.2K -1,360 -76%
ODG
422
O'Dell Group
Ohio
$19K – – –
BlackRock
423
BlackRock
New York
$17K -$6.46K -137 -27%
HGERS
424
Householder Group Estate & Retirement Specialist
Arizona
$15K +$16.2K +343 New
SWM
425
Spire Wealth Management
Virginia
$14K -$392K -8,300 -96%