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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
126
Financial Life Advisors
Texas
$800K -$115K -2,585 -13%
OC
127
Oppenheimer & Co
New York
$794K -$114K -2,574 -13%
CFP
128
Cypress Financial Planning
New Jersey
$773K +$375K +8,440 +95%
Creative Planning
129
Creative Planning
Kansas
$771K -$96.1K -2,163 -11%
DJSG
130
D.J. St. Germain
Massachusetts
$767K -$480K -10,807 -39%
AF
131
Advisornet Financial
Minnesota
$767K +$151K +3,408 +25%
SFA
132
Sequoia Financial Advisors
Ohio
$762K -$301K -6,779 -28%
SAW
133
Signal Advisors Wealth
Michigan
$760K +$45.4K +1,021 +6%
LHC
134
Little House Capital
Massachusetts
$756K -$37.4K -841 -5%
HBW
135
Hazlett, Burt & Watson
West Virginia
$748K – – –
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$746K -$120K -2,712 -14%
OFG
137
Omega Financial Group
California
$738K -$1.82K -41 -0.2%
FW
138
Fairway Wealth
Ohio
$725K +$484K +10,902 +205%
AFP
139
Advus Financial Partners
Florida
$717K +$713K +16,057 New
WCP
140
Wealthcare Capital Partners
Pennsylvania
$709K -$83.8K -1,885 -11%
FPAS
141
Focus Partners Advisor Solutions
Missouri
$676K +$97.5K +2,194 +17%
LFAS
142
Level Four Advisory Services
Texas
$673K -$25.5K -575 -4%
APW
143
Aventura Private Wealth
Florida
$658K – – –
IWM
144
IHT Wealth Management
Illinois
$646K +$111K +2,507 +21%
SWA
145
Sax Wealth Advisors
New Jersey
$643K +$639K +14,390 New
TSS
146
Two Sigma Securities
New York
$634K +$296K +6,669 +89%
EFA
147
Edge Financial Advisors
Illinois
$624K -$222K -4,994 -26%
CCM
148
Crabel Capital Management
California
$621K +$617K +13,893 New
SEI Investments
149
SEI Investments
Pennsylvania
$607K +$276K +6,206 +84%
IWN
150
Independent Wealth Network
Iowa
$605K +$311 +7 +0.1%