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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Anson Capital
Georgia
$732K +$116K +2,420 +19%
CWA
202
Canvas Wealth Advisors
Kansas
$730K +$82.2K +1,717 +13%
SB
203
Sunflower Bank
Texas
$712K – – –
PPW
204
Parcion Private Wealth
Washington
$672K – – –
NW
205
NewEdge Wealth
Pennsylvania
$650K +$78.8K +1,647 +14%
DWM
206
Dakota Wealth Management
Florida
$633K -$221K -4,625 -26%
RWB
207
RMR Wealth Builders
New Jersey
$630K -$20.1K -420 -3%
Lazard Asset Management
208
Lazard Asset Management
New York
$624K -$684K -14,297 -52%
AO
209
Advisor OS
Illinois
$615K +$164K +3,422 +36%
CAL
210
Capital Analysts LLC
Pennsylvania
$614K +$46.2K +965 +8%
SPIA
211
Steward Partners Investment Advisory
New York
$610K -$170K -3,546 -22%
EFN
212
Equita Financial Network
Pennsylvania
$605K +$3.64K +76 +0.6%
MFA
213
Mayflower Financial Advisors
Massachusetts
$599K +$3.78K +79 +0.6%
MI
214
Moneywise Inc
Virginia
$597K -$3.4K -71 -0.6%
AEPWM
215
Atlantic Edge Private Wealth Management
Florida
$597K -$45.5K -950 -7%
PA
216
PFW Advisors
Georgia
$579K – – –
VFA
217
Valeo Financial Advisors
Indiana
$567K -$34K -711 -6%
WAM
218
Wakefield Asset Management
Colorado
$559K -$222K -4,634 -28%
Corient Private Wealth
219
Corient Private Wealth
Florida
$555K -$255K -5,328 -32%
SB
220
Strategic Blueprint
Georgia
$548K +$124K +2,592 +29%
IA
221
IFG Advisory
Georgia
$548K +$547K +11,421 New
OCM
222
One Capital Management
California
$536K – – –
William Blair & Company
223
William Blair & Company
Illinois
$524K -$29.3K -612 -5%
LWMI
224
Legacy Wealth Management (Idaho)
Idaho
$520K +$501K +10,471 +2,777%
GWP
225
Gateway Wealth Partners
Wisconsin
$515K -$358K -7,487 -41%