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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
176
Investment Partners
Ohio
$955K -$5.04K -107 -0.5%
FCH
177
Freestone Capital Holdings
Washington
$953K -$108K -2,288 -10%
AWM
178
AE Wealth Management
Kansas
$951K -$444K -9,427 -32%
AEPWM
179
Atlantic Edge Private Wealth Management
Florida
$951K
PWM
180
Perigon Wealth Management
California
$936K -$168K -3,563 -15%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$932K -$13.3K -283 -1%
BWM
182
Brown Wealth Management
Illinois
$931K +$103K +2,192 +12%
Creative Planning
183
Creative Planning
Kansas
$916K -$549K -11,646 -37%
FF
184
Friedenthal Financial
New Jersey
$906K +$13.2K +281 +1%
PFG
185
PAX Financial Group
Texas
$905K -$13.3K -282 -1%
MML Investors Services
186
MML Investors Services
Massachusetts
$905K -$212K -4,488 -19%
PA
187
PFW Advisors
Georgia
$896K +$73K +1,549 +9%
FSG
188
Financial Strategies Group
Michigan
$895K +$13.6K +288 +2%
MAM
189
MMA Asset Management
Pennsylvania
$871K +$89.7K +1,903 +11%
MA
190
Mutual Advisors
Nebraska
$870K -$112K -2,380 -11%
TC
191
TownSquare Capital
Utah
$866K +$103K +2,192 +14%
SB
192
Sunflower Bank
Texas
$860K
RWM
193
Ritholtz Wealth Management
New York
$849K -$239K -5,071 -22%
CCB
194
Country Club Bank
Missouri
$841K -$47.1K -1,000 -5%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$841K -$1.04M -21,990 -55%
IWMA
196
Ironwood Wealth Management (Arizona)
Arizona
$831K
MSFS
197
Main Street Financial Solutions
Pennsylvania
$826K -$300K -6,359 -27%
CIA
198
Concurrent Investment Advisors
Florida
$813K +$5.38K +114 +0.7%
CFP
199
Cypress Financial Planning
New Jersey
$792K +$165K +3,491 +26%
DWM
200
Dynasty Wealth Management
Florida
$755K +$103K +2,189 +16%