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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
301
TCI Wealth Advisors
Arizona
$8K – – –
IWMA
302
Ironwood Wealth Management (Arizona)
Arizona
$4K +$2.55K +49 +233%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SW
304
SVB Wealth
Massachusetts
$3K +$3.59K +69 New
CFD
305
Creative Financial Designs
Indiana
$2K – – –
PWMG
306
Prestige Wealth Management Group
New Jersey
$2K – – –
APWA
307
Atlas Private Wealth Advisors
New Jersey
$2K +$2.08K +40 New
BWA
308
BDO Wealth Advisors
Florida
$1K – – –
CAAS
309
Capital Asset Advisory Services
Michigan
$1K – – –
RFA
310
Reilly Financial Advisors
California
$1K – – –
WQ
311
Wealth Quarterback
New Jersey
$1K +$468 +9 New
GFPC
312
Global Financial Private Client
Florida
$52 – – –
WIM
313
Westside Investment Management
California
$10 – – –
CAMG
314
CWA Asset Management Group
Florida
– -$20.2M -390,109 Closed
FA
315
FMA Advisory
Pennsylvania
– -$1.51M -29,314 Closed
FNC
316
First National Corp
Massachusetts
– -$1.35M -26,075 Closed
PCM
317
Prelude Capital Management
New York
– -$1.21M -23,359 Closed
BFM
318
Boothbay Fund Management
New York
– -$603K -11,679 Closed
DT
319
Diversified Trust
Tennessee
– -$485K -9,381 Closed
CPW
320
Catalyst Private Wealth
California
– -$459K -8,884 Closed
TCA
321
Transcend Capital Advisors
New Jersey
– -$450K -8,690 Closed
LW
322
Linscomb Wealth
Texas
– -$230K -4,457 Closed
PCMK
323
Paragon Capital Management (Kansas)
Kansas
– -$213K -4,087 Closed
CL
324
COWA LLC
Oklahoma
– -$147K -2,850 Closed
AIC
325
Ameritas Investment Company
Nebraska
– -$141K -2,729 Closed
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