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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$2.02K – – –
FWM
302
FSA Wealth Management
Massachusetts
$2K +$2.11K +47 New
AA
303
Addison Advisors
Vermont
$1.22K +$1.17K +26 New
KFI
304
Key Financial Inc
Pennsylvania
$1.18K – – –
TFA
305
Transamerica Financial Advisors
Florida
$1K -$135 -3 -75%
PA
306
Parallel Advisors
California
$940 -$1.39K -31 -61%
CPG
307
Cornerstone Planning Group
New Jersey
$611 – – –
RDFA
308
Ritter Daniher Financial Advisory
Ohio
$564 – – –
GWSA
309
Global Wealth Strategies & Associates
Colorado
$517 – – –
WPWM
310
Western Pacific Wealth Management
Illinois
$474 – – –
GEA
311
Glen Eagle Advisors
New Jersey
$188 – – –
TRCT
312
Tower Research Capital (TRC)
New York
$94 -$3.68K -82 -98%
SSB
313
Sandy Spring Bank
Maryland
$4 – – –
BFG
314
Buttonwood Financial Group
Missouri
– -$8.29M -192,542 Closed
RCM
315
Robinson Capital Management
Michigan
– -$4.64M -107,000 Closed
SFO
316
Stokes Family Office
Louisiana
– -$1.92M -43,999 Closed
GS
317
GTS Securities
Florida
– -$1.63M -37,363 Closed
ERIM
318
Eagle Ridge Investment Management
Connecticut
– -$1.5M -34,304 Closed
GWP
319
Gateway Wealth Partners
Wisconsin
– -$670K -15,325 Closed
CFP
320
Cypress Financial Planning
New Jersey
– -$646K -14,774 Closed
OPWM
321
Oakwell Private Wealth Management
Texas
– -$450K -10,299 Closed
BW
322
Bison Wealth
Georgia
– -$387K -8,863 Closed
PWM
323
Peterson Wealth Management
Nevada
– -$361K -8,257 Closed
AIA
324
Alternative Investment Advisors
Florida
– -$346K -7,906 Closed
AWM
325
AE Wealth Management
Kansas
– -$317K -7,252 Closed
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13
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