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AB Tax-Aware Intermediate Municipal ETF
TAFM

Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$144M +$18.1M +730,283 +14%
NP
2
NorthRock Partners
Minnesota
$35.2M +$35M +1,412,105 New
LA
3
LVW Advisors
New York
$21.9M +$1.67M +67,464 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.6M +$253K +10,190 +2%
LPL Financial
5
LPL Financial
California
$11.5M +$11.1M +447,122 +2,767%
LFG
6
Leverty Financial Group
Wisconsin
$8.08M +$265K +10,666 +3%
FWA
7
FSM Wealth Advisors
Ohio
$7.28M +$6.04M +243,508 +484%
Truist Financial
8
Truist Financial
North Carolina
$6.07M +$5.6M +225,628 +1,273%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.16M +$4.33M +174,300 +531%
Jane Street
10
Jane Street
New York
$4.8M +$1.4M +56,414 +41%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$4.76M +$4.74M +191,023 New
AP
12
Americana Partners
Texas
$3.81M +$336K +13,528 +10%
ARG
13
Advisory Resource Group
Oklahoma
$2.88M +$2.87M +115,523 New
Raymond James Financial
14
Raymond James Financial
Florida
$1.92M +$1.92M +77,192 New
BPA
15
Beacon Pointe Advisors
California
$1.46M +$878K +35,393 +154%
CIA
16
Concurrent Investment Advisors
Florida
$1.28M +$1.27M +51,286 New
PAG
17
Private Advisor Group
New Jersey
$1.16M +$1.16M +46,577 New
ASN
18
Advisory Services Network
Georgia
$871K +$38.2K +1,538 +5%
CICI
19
Capital Investment Counsel Inc
North Carolina
$585K – – –
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$551K +$548K +22,094 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$513K +$511K +20,603 New
LWMNY
22
Landmark Wealth Management (New York)
New York
$497K +$494K +19,925 New
JP Morgan Chase
23
JP Morgan Chase
New York
$341K – – –
KAS
24
Kestra Advisory Services
Texas
$238K +$237K +9,551 New
UBS Group
25
UBS Group
Switzerland
$232K +$231K +9,325 New
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