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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
226
Perigon Wealth Management
California
$278K +$11.7K +255 +4%
IPA
227
Investment Planning Advisors
Georgia
$275K +$39.5K +861 +17%
BFA
228
Beaumont Financial Advisors
Massachusetts
$265K – – –
CGFA
229
Colton Groome Financial Advisors
North Carolina
$261K +$9.18K +200 +4%
RWA
230
Resolute Wealth Advisor
Ohio
$255K +$258K +5,623 New
BBA
231
Braun-Bostich & Associates
Pennsylvania
$251K -$1.61K -35 -0.6%
AA
232
ACT Advisors
North Carolina
$250K -$8.3M -180,824 -97%
CNBTD
233
Citizens National Bank Trust Department
Mississippi
$249K – – –
WA
234
WealthTrust Axiom
Pennsylvania
$249K – – –
DWM
235
Diversify Wealth Management
Utah
$248K +$250K +5,454 New
RWC
236
Rare Wolf Capital
Washington
$248K – – –
BF
237
Brooklyn FI
New York
$248K – – –
KCAM
238
Kagan Cocozza Asset Management
New Jersey
$246K – – –
MYIA
239
Mount Yale Investment Advisors
Colorado
$242K +$245K +5,341 New
PA
240
PFG Advisors
Arizona
$238K +$1.33K +29 +0.6%
JIC
241
Johnson Investment Counsel
Ohio
$228K +$230K +5,022 New
CFS
242
CRA Financial Services
New Jersey
$228K -$10.3K -224 -4%
IC
243
Inscription Capital
Texas
$227K – – –
MCM
244
MAI Capital Management
Ohio
$216K +$193K +4,216 +772%
PPF
245
Pacific Park Financial
California
$215K -$29.4K -640 -12%
RW
246
Ridgeline Wealth
Arizona
$214K – – –
SFA
247
Sequoia Financial Advisors
Ohio
$214K +$4.73K +103 +2%
AWM
248
Arista Wealth Management
Nevada
$211K – – –
THCM
249
Taylor Hoffman Capital Management
Virginia
$211K – – –
WFS
250
WealthGarden F.S.
California
$210K -$8.03K -175 -4%
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