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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1.16M -$514K -11,454 -31%
EK
127
Evensky & Katz
Florida
$1.09M +$406K +9,038 +61%
IWM
128
IHT Wealth Management
Illinois
$978K +$605K +13,477 +169%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$976K -$67.1K -1,493 -7%
BFA
130
Bragg Financial Advisors
North Carolina
$974K +$958K +21,341 New
IWN
131
Independent Wealth Network
Iowa
$973K +$35.5K +790 +4%
IWC
132
Integrated Wealth Concepts
Massachusetts
$968K -$93.4K -2,079 -9%
APW
133
Austin Private Wealth
Texas
$929K +$915K +20,374 New
AA
134
Alesco Advisors
New York
$923K +$30K +668 +3%
WTC
135
WhitTier Trust Company
Nevada
$920K -$1.02M -22,624 -53%
MC
136
Moors & Cabot
Massachusetts
$918K
JP Morgan Chase
137
JP Morgan Chase
New York
$917K +$60.6K +1,350 +7%
FWP
138
Firethorn Wealth Partners
Georgia
$899K -$207K -4,598 -19%
CWA
139
Consilium Wealth Advisory
Texas
$895K +$881K +19,625 New
Creative Planning
140
Creative Planning
Kansas
$820K +$21.2K +471 +3%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$816K -$20.8K -464 -3%
Deutsche Bank
142
Deutsche Bank
Germany
$812K -$784K -17,465 -50%
AG
143
Ascent Group
Virginia
$806K +$231K +5,141 +41%
HFA
144
High Falls Advisors
New York
$801K -$62.8K -1,399 -7%
Comerica Bank
145
Comerica Bank
Texas
$775K +$232K +5,155 +45%
PPP
146
Private Portfolio Partners
New Jersey
$775K -$295K -6,567 -28%
OPS
147
Orion Portfolio Solutions
Nebraska
$763K -$11.7M -260,082 -94%
RA
148
RFG Advisory
Alabama
$756K -$1.38M -30,820 -66%
SFG
149
StrategIQ Financial Group
Indiana
$729K +$195K +4,348 +37%
DC
150
Davenport & Co
Virginia
$705K -$3.91K -87 -0.6%