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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dynasty Wealth Management
Florida
$895K +$35.9K +754 +4%
1IA
177
1834 Investment Advisors
Wisconsin
$895K -$141K -2,967 -14%
M&T Bank
178
M&T Bank
New York
$892K -$278K -5,829 -24%
FF
179
Friedenthal Financial
New Jersey
$889K -$42.8K -899 -5%
IP
180
Investment Partners
Ohio
$870K -$51.5K -1,081 -6%
RWM
181
Ritholtz Wealth Management
New York
$858K -$44.2K -927 -5%
HF
182
HRT Financial
New York
$857K -$951K -19,955 -53%
AEPWM
183
Atlantic Edge Private Wealth Management
Florida
$853K -$5.95K -125 -0.7%
MFG
184
Merit Financial Group
Georgia
$847K +$113K +2,378 +15%
MA
185
Mutual Advisors
Nebraska
$847K +$34.2K +717 +4%
ITB
186
Idaho Trust Bank
Idaho
$822K
CIA
187
Concurrent Investment Advisors
Florida
$814K -$3.81K -80 -0.5%
BA
188
Bristlecone Advisors
Washington
$811K +$285K +5,989 +54%
MI
189
Moneywise Inc
Virginia
$807K -$114K -2,402 -12%
SCM
190
SCS Capital Management
Massachusetts
$799K +$799K +16,777 New
PC
191
Prairiewood Capital
North Dakota
$790K +$21K +440 +3%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$780K -$239K -5,018 -23%
NAS
193
Nicolet Advisory Services
Wisconsin
$779K -$27.5K -577 -3%
IWM
194
IHT Wealth Management
Illinois
$775K +$14K +293 +2%
CA
195
Clearstead Advisors
Ohio
$773K +$21.2K +446 +3%
GWM
196
Geneos Wealth Management
Colorado
$773K +$748K +15,707 +2,958%
BAM
197
Belpointe Asset Management
Nevada
$772K +$772K +16,217 New
FCA
198
Fortis Capital Advisors
Kansas
$772K +$772K +16,217 New
Franklin Resources
199
Franklin Resources
California
$765K +$480K +10,075 +168%
CFP
200
Cypress Financial Planning
New Jersey
$759K +$33.7K +707 +5%