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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$1.26M +$1.31M +28,598 New
CSIA
127
Charles Schwab Investment Advisory
California
$1.25M -$611K -13,297 -32%
AO
128
Advisor OS
Illinois
$1.11M +$619K +13,458 +114%
DWT
129
Dorsey & Whitney Trust
South Dakota
$1.07M +$228K +4,957 +25%
FWP
130
Firethorn Wealth Partners
Georgia
$1.07M +$782K +17,016 +233%
PPP
131
Private Portfolio Partners
New Jersey
$1.04M +$1.08M +23,549 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$1.02M -$387K -8,408 -27%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.02M +$532K +11,573 +99%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$1.01M +$140K +3,035 +15%
Goldman Sachs
135
Goldman Sachs
New York
$914K -$257K -5,590 -21%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$911K -$283K -6,150 -23%
IWN
137
Independent Wealth Network
Iowa
$904K +$10K +218 +1%
MC
138
Moors & Cabot
Massachusetts
$885K – – –
AA
139
Alesco Advisors
New York
$861K -$116K -2,522 -11%
HFA
140
High Falls Advisors
New York
$834K -$519K -11,299 -37%
JP Morgan Chase
141
JP Morgan Chase
New York
$825K +$155K +3,369 +22%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$808K +$275K +5,974 +48%
SC
143
Savant Capital
Illinois
$782K -$21.5K -467 -3%
Franklin Resources
144
Franklin Resources
California
$778K – – –
Creative Planning
145
Creative Planning
Kansas
$770K -$241K -5,235 -23%
SWP
146
Strategic Wealth Partners
Ohio
$693K +$725K +15,762 New
DC
147
Davenport & Co
Virginia
$684K -$749K -16,289 -51%
CAMG
148
CWA Asset Management Group
Florida
$682K -$1.14M -24,824 -62%
SEI Investments
149
SEI Investments
Pennsylvania
$670K +$23.3K +506 +3%
FAFN
150
First Affirmative Financial Network
Colorado
$662K -$153K -3,323 -18%