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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMR
151
Wealth Management Resources
Rhode Island
$1.47M +$944K +20,054 +178%
BC
152
Brio Consultants
California
$1.45M +$1.46M +30,916 New
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$1.36M
MG
154
Mather Group
Illinois
$1.35M -$15K -318 -1%
PWM
155
Perigon Wealth Management
California
$1.33M +$1.34M +28,368 New
Lazard Asset Management
156
Lazard Asset Management
New York
$1.33M
LWA
157
LWS Wealth Advisors
New Jersey
$1.33M +$236K +5,005 +21%
HWMG
158
Hurlow Wealth Management Group
Indiana
$1.33M +$55.3K +1,174 +4%
PFG
159
PAX Financial Group
Texas
$1.32M -$134K -2,856 -9%
APP
160
Avantax Planning Partners
Iowa
$1.3M -$430K -9,137 -25%
CCB
161
Country Club Bank
Missouri
$1.3M -$7.44K -158 -0.6%
BCG
162
Breakwater Capital Group
New Jersey
$1.27M -$246K -5,220 -16%
RT
163
Rockland Trust
Massachusetts
$1.26M +$372K +7,909 +42%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.26M +$70.5K +1,498 +6%
LWP
165
Laurel Wealth Planning
Minnesota
$1.19M +$39K +828 +3%
TC
166
Telemus Capital
Michigan
$1.19M -$283K -6,000 -19%
CF
167
Clarity Financial
Texas
$1.18M +$1.18M +25,065 New
CFMC
168
Curbstone Financial Management Corp
New Hampshire
$1.18M
JP Morgan Chase
169
JP Morgan Chase
New York
$1.16M -$703K -14,935 -38%
QWM
170
QP Wealth Management
New Jersey
$1.16M +$68K +1,445 +6%
MML Investors Services
171
MML Investors Services
Massachusetts
$1.16M +$56.3K +1,195 +5%
KWM
172
Keebeck Wealth Management
Illinois
$1.15M +$272K +5,777 +31%
RWM
173
Ritholtz Wealth Management
New York
$1.15M -$1.17M -24,891 -50%
SHJ
174
Sharkey, Howes & Javer
Colorado
$1.14M -$557K -11,820 -33%
WSTAM
175
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$166K -3,520 -13%