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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modera Wealth Management
New Jersey
$270K -$44.4K -919 -14%
CL
202
CPWM LLC
Washington
$269K +$2.9K +60 +1%
CS
203
Comerica Securities
Michigan
$253K +$9.02K +187 +4%
IH
204
IFC Holdings
Florida
$248K +$483 +10 +0.2%
AFS
205
Access Financial Services
Minnesota
$244K -$63.2K -1,310 -21%
CWM
206
Confluence Wealth Management
Oregon
$239K – – –
1IA
207
1834 Investment Advisors
Wisconsin
$237K -$96.5K -2,000 -29%
ICOA
208
Investment Centers of America
North Dakota
$233K -$37.5K -777 -14%
RPA
209
Rock Point Advisors
Vermont
$233K -$241 -5 -0.1%
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K +$231K +4,795 New
FHA
211
First Horizon Advisors
Tennessee
$226K -$27.7K -573 -11%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$48.3K +1,000 +28%
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$207K – – –
QCMC
214
Quantum Capital Management (California)
California
$204K +$203K +4,204 New
MFS
215
McNamara Financial Services
Massachusetts
$203K -$261K -5,412 -56%
JWS
216
Juncture Wealth Strategies
Arizona
$203K -$12K -248 -6%
LJAC
217
L.J. Altfest & Co
New York
$203K +$97 +2 +0%
ZIM
218
Zacks Investment Management
Illinois
$201K -$18.3K -379 -8%
TC
219
Trust Company
Kansas
$201K -$2.8K -58 -1%
WT
220
Whittier Trust
California
$184K +$20.2K +419 +12%
US Bancorp
221
US Bancorp
Minnesota
$163K +$47.3K +980 +41%
BC
222
Bartlett & Co
Ohio
$160K – – –
CPA
223
Clear Perspective Advisors
Illinois
$153K – – –
IA
224
IFP Advisors
Florida
$139K -$17.1K -354 -11%
SEIA
225
Signature Estate & Investment Advisors
California
$134K +$134K +2,772 New