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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
201
Vista Investment Management
Pennsylvania
$1.07M +$20.1K +429 +2%
GAG
202
Goodman Advisory Group
Massachusetts
$1.06M +$1.05M +22,344 New
IP
203
Intellectus Partners
California
$1.04M -$36.5K -778 -3%
EWM
204
Evermay Wealth Management
Virginia
$1.04M -$2.03M -43,266 -66%
CCM
205
Coldstream Capital Management
Washington
$1.02M +$434K +9,249 +75%
Creative Planning
206
Creative Planning
Kansas
$1.02M -$276K -5,887 -21%
CWA
207
Canvas Wealth Advisors
Kansas
$1.01M -$647K -13,782 -39%
FAFN
208
First Affirmative Financial Network
Colorado
$1.01M -$30.6K -652 -3%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$1M -$980K -20,862 -50%
FF
210
Friedenthal Financial
New Jersey
$998K -$130K -2,760 -12%
CAM
211
Cresset Asset Management
Illinois
$988K -$1.01M -21,479 -46%
FTS
212
Fifth Third Securities
Ohio
$987K +$980K +20,877 New
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$975K -$3.24K -69 -0.3%
RWP
214
RWA Wealth Partners
Massachusetts
$970K +$294K +6,256 +44%
OPS
215
Orion Portfolio Solutions
Nebraska
$960K -$392K -8,342 -29%
FC
216
Financial Council
Maryland
$949K – – –
AP
217
Advisors Preferred
Maryland
$924K -$150K -3,190 -14%
WCA
218
Westover Capital Advisors
Delaware
$924K -$13.5K -287 -1%
BC
219
Bowman & Company
Wisconsin
$918K +$709K +15,107 +350%
FMP
220
Financial Management Professionals
Texas
$906K -$230K -4,900 -20%
JWS
221
Juncture Wealth Strategies
Arizona
$898K +$260K +5,533 +41%
BWM
222
BerganKDV Wealth Management
Minnesota
$894K -$40K -852 -4%
APA
223
Astoria Portfolio Advisors
New York
$894K +$888K +18,918 New
AO
224
Advisor OS
Illinois
$891K -$1.44M -30,696 -62%
RWA
225
RGT Wealth Advisors
Texas
$865K -$219K -4,662 -20%