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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$845K +$2.63K +52 +0.3%
Creative Planning
102
Creative Planning
Kansas
$827K -$30.2K -596 -4%
ECM
103
Exchange Capital Management
Michigan
$826K -$9.62K -190 -1%
FHC
104
First Heartland Consultants
Missouri
$824K -$45.1K -890 -5%
CJA
105
C-J Advisory
California
$819K +$2.63K +52 +0.3%
NL
106
NWAM LLC
Washington
$808K
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$772K
DJSG
108
D.J. St. Germain
Massachusetts
$766K -$8.61K -170 -1%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$749K
CMO
110
Covenant Multifamily Offices
Texas
$748K -$10.4K -205 -1%
VA
111
Valmark Advisers
Ohio
$742K -$121K -2,385 -14%
PWP
112
Personal Wealth Partners
Minnesota
$732K +$13.1K +259 +2%
UR
113
USCA RIA
Texas
$717K +$101K +2,000 +16%
LFAS
114
Level Four Advisory Services
Texas
$715K +$200K +3,950 +39%
LWS
115
Lucia Wealth Services
California
$688K -$32.8K -647 -5%
TIM
116
Tortoise Investment Management
New York
$657K -$24.8K -490 -4%
BAAM
117
Baker Avenue Asset Management
California
$651K
IAN
118
Integrated Advisors Network
Texas
$649K +$650K +12,834 New
IWM
119
IHT Wealth Management
Illinois
$621K +$622K +12,287 New
RWP
120
RWA Wealth Partners
Massachusetts
$606K +$304 +6 +0.1%
PAMG
121
Patton Albertson Miller Group
Tennessee
$599K
IWMA
122
Ironwood Wealth Management (Arizona)
Arizona
$572K -$5.97K -118 -1%
IA
123
IFP Advisors
Florida
$546K -$184K -3,637 -25%
AA
124
Ancora Advisors
Ohio
$540K
PWM
125
Peterson Wealth Management
Nevada
$539K +$533K +10,532 New