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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
226
Hanson & Doremus Investment Management
Vermont
$4K – – –
JIR
227
James Investment Research
Ohio
$4K – – –
FHA
228
Flagship Harbor Advisors
Massachusetts
$3K – – –
LIA
229
LS Investment Advisors
Michigan
$3K – – –
WB
230
Webster Bank
Connecticut
$3K – – –
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.28K +66 New
CIM
232
Contravisory Investment Management
Massachusetts
$2K – – –
LWM
233
Liberty Wealth Management
California
$2K +$2.04K +41 New
GEA
234
Glen Eagle Advisors
New Jersey
$1.96K – – –
RFA
235
Reilly Financial Advisors
California
$1K +$993 +20 New
CFA
236
Carroll Financial Associates
North Carolina
$1K +$1.49K +30 New
PRS
237
Pinkerton Retirement Specialists
Idaho
– -$4.9M -99,391 Closed
FI
238
FormulaFolio Investments
Michigan
– -$3.11M -63,140 Closed
RCIM
239
Red Cedar Investment Management
Michigan
– -$2.34M -47,700 Closed
LA
240
LVW Advisors
New York
– -$699K -14,189 Closed
SWP
241
Stratos Wealth Partners
Ohio
– -$651K -13,220 Closed
DWT
242
Dorsey & Whitney Trust
South Dakota
– -$454K -9,220 Closed
BPC
243
Banque Pictet & Cie
Switzerland
– -$407K -8,250 Closed
PNAA
244
Pictet North America Advisors
Switzerland
– -$407K -8,250 Closed
SS
245
Simplicity Solutions
Minnesota
– -$376K -7,629 Closed
FM
246
Family Management
New York
– -$371K -7,524 Closed
CA
247
Continuum Advisory
Idaho
– -$331K -6,742 Closed
Millennium Management
248
Millennium Management
New York
– -$251K -5,089 Closed
CA
249
Cetera Advisors
Colorado
– -$181K -3,680 Closed
CAM
250
Cresset Asset Management
Illinois
– -$87K -1,767 Closed
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