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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
326
WCG Wealth Advisors
Nevada
– -$3.54M -77,351 Closed
LI
327
LMCG Investments
Massachusetts
– -$2.78M -63,101 Closed
CIM
328
Confluence Investment Management
Missouri
– -$2.65M -60,124 Closed
AWA
329
Amplius Wealth Advisors
Pennsylvania
– -$1.79M -40,645 Closed
CFMC
330
Curbstone Financial Management Corp
New Hampshire
– -$911K -20,700 Closed
SC
331
Savant Capital
Illinois
– -$782K -17,782 Closed
SWP
332
Strategic Wealth Partners
Ohio
– -$693K -15,762 Closed
SEI Investments
333
SEI Investments
Pennsylvania
– -$670K -15,227 Closed
JCM
334
J2 Capital Management
Michigan
– -$660K -15,000 Closed
RWM
335
Reston Wealth Management
Virginia
– -$586K -13,317 Closed
PCMC
336
Private Capital Management (Colorado)
Colorado
– -$528K -12,000 Closed
SA
337
Shilanski & Associates
Alaska
– -$528K -12,000 Closed
CBFP
338
Cedar Brook Financial Partners
Ohio
– -$478K -10,857 Closed
PA
339
Procyon Advisors
Connecticut
– -$426K -9,682 Closed
AA
340
Ancora Advisors
Ohio
– -$421K -9,568 Closed
GT
341
Glenview Trust
Kentucky
– -$379K -8,605 Closed
PAMG
342
Patton Albertson Miller Group
Tennessee
– -$371K -8,425 Closed
LSPW
343
Lake Street Private Wealth
Illinois
– -$352K -8,001 Closed
WA
344
Waddell & Associates
Tennessee
– -$316K -7,186 Closed
SG
345
StoneX Group
New York
– -$315K -7,151 Closed
AIM
346
Acropolis Investment Management
Missouri
– -$283K -6,444 Closed
IPW
347
Intergy Private Wealth
Colorado
– -$269K -6,109 Closed
LBC
348
Lowe Brockenbrough & Co
Virginia
– -$264K -6,000 Closed
FFN
349
Focus Financial Network
Minnesota
– -$260K -5,908 Closed
SF
350
Summit Financial
New Jersey
– -$253K -5,741 Closed
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