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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$558K +$287K +6,000 +107%
OAM
202
Oxford Asset Management
United Kingdom
$557K +$555K +11,608 New
CA
203
Crewe Advisors
Utah
$526K -$61.7K -1,292 -11%
CFGF
204
Compass Financial Group (Florida)
Florida
$516K -$150K -3,150 -23%
William Blair & Company
205
William Blair & Company
Illinois
$512K +$100K +2,097 +24%
NFG
206
Nations Financial Group
Iowa
$510K +$669 +14 +0.1%
AEPG
207
American Economic Planning Group
New Jersey
$506K +$22.5K +470 +5%
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$506K +$68.7K +1,439 +16%
TWA
209
TCI Wealth Advisors
Arizona
$503K +$413K +8,651 +474%
AFC
210
AFT Forsyth & Company
Florida
$494K – – –
RCA
211
Rowland Carmichael Advisors
Arizona
$494K – – –
LA
212
LVW Advisors
New York
$491K -$483K -10,104 -50%
SP
213
Successful Portfolios
Florida
$491K -$37.9K -793 -7%
WCM
214
Windham Capital Management
Massachusetts
$486K +$6.21K +130 +1%
FIM
215
Frontier Investment Management
Texas
$485K – – –
NWM
216
Northwest Wealth Management
Iowa
$485K +$112K +2,355 +30%
AWA
217
Arete Wealth Advisors
Illinois
$484K +$287 +6 +0.1%
APA
218
American Portfolios Advisors
New York
$456K +$67.8K +1,420 +18%
SFA
219
Sequoia Financial Advisors
Ohio
$451K – – –
FHA
220
First Horizon Advisors
Tennessee
$447K +$58.6K +1,226 +15%
GP
221
Girard Partners
Pennsylvania
$424K +$101K +2,117 +32%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$403K -$19.1K -400 -5%
JWS
223
Juncture Wealth Strategies
Arizona
$395K +$32K +669 +9%
GCA
224
Gradient Capital Advisors
California
$391K -$202K -4,221 -34%
HCM
225
Hollencrest Capital Management
California
$387K – – –