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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$859K +$27.9K +549 +3%
BWA
102
Burt Wealth Advisors
Maryland
$856K
NFG
103
Nations Financial Group
Iowa
$845K +$3.7K +73 +0.4%
ECM
104
Exchange Capital Management
Michigan
$837K -$25.9K -510 -3%
CJA
105
C-J Advisory
California
$818K +$2.49K +49 +0.3%
NL
106
NWAM LLC
Washington
$810K
DJSG
107
D.J. St. Germain
Massachusetts
$777K +$21.8K +430 +3%
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$774K
CMO
109
Covenant Multifamily Offices
Texas
$760K -$50.7K -1,000 -6%
CFMC
110
Curbstone Financial Management Corp
New Hampshire
$750K
IA
111
IFP Advisors
Florida
$732K +$732K +14,430 New
LWS
112
Lucia Wealth Services
California
$722K -$3.75K -74 -0.5%
PWP
113
Personal Wealth Partners
Minnesota
$720K +$721K +14,213 New
SFSIG
114
San Francisco Sentry Investment Group
California
$686K +$30.4K +600 +5%
TIM
115
Tortoise Investment Management
New York
$684K -$1.01K -20 -0.1%
BAAM
116
Baker Avenue Asset Management
California
$653K
Jane Street
117
Jane Street
New York
$642K -$14.3M -281,440 -96%
UR
118
USCA RIA
Texas
$617K +$618K +12,173 New
RWP
119
RWA Wealth Partners
Massachusetts
$607K +$12.8K +253 +2%
PAMG
120
Patton Albertson Miller Group
Tennessee
$601K +$360K +7,100 +149%
PA
121
PFW Advisors
Georgia
$593K +$643K +12,668 New
IWMA
122
Ironwood Wealth Management (Arizona)
Arizona
$580K -$5.83K -115 -1%
AA
123
Ancora Advisors
Ohio
$541K -$24.9K -490 -4%
PCIA
124
Prime Capital Investment Advisors
Kansas
$534K -$46.2K -910 -8%
LFAS
125
Level Four Advisory Services
Texas
$514K +$89.9K +1,771 +21%