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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
151
Leisure Capital Management
California
$276K – – –
WA
152
WealthTrust Axiom
Pennsylvania
$275K – – –
KWM
153
Kingsview Wealth Management
Oregon
$269K – – –
VCM
154
Vivaldi Capital Management
Illinois
$263K -$330K -6,645 -56%
CAN
155
Cetera Advisor Networks
California
$259K +$13.2K +266 +5%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$256K – – –
RP
157
Rice Partnership
Hawaii
$256K +$253K +5,098 New
WPSG
158
Wealth & Pension Services Group
Georgia
$253K +$149 +3 +0.1%
SC
159
Solstein Capital
California
$251K +$248K +5,000 New
NA
160
NewEdge Advisors
Louisiana
$250K – – –
MAFM
161
Mid Atlantic Financial Management
Pennsylvania
$249K -$121K -2,429 -33%
CBFP
162
Cedar Brook Financial Partners
Ohio
$247K +$2.93K +59 +1%
MWM
163
Mission Wealth Management
California
$244K -$14.7K -295 -6%
PAMG
164
Patton Albertson Miller Group
Tennessee
$242K – – –
THWM
165
Taylor Hoffman Wealth Management
Virginia
$241K – – –
ST
166
Smithfield Trust
Pennsylvania
$240K – – –
GRP
167
Global Retirement Partners
California
$239K +$83.3K +1,677 +54%
SP
168
Successful Portfolios
Florida
$231K – – –
DAS
169
Dynamic Advisor Solutions
Arizona
$228K +$226K +4,548 New
EWM
170
Evercore Wealth Management
New York
$226K -$13.3K -268 -6%
CAL
171
Capital Advisors Ltd
Ohio
$222K – – –
FC
172
Financial Consulate
Maryland
$221K -$1.29M -26,060 -86%
SCA
173
STALEY CAPITAL ADVISERS
Pennsylvania
$221K – – –
BHWA
174
Beacon Harbor Wealth Advisors
Virginia
$216K +$214K +4,312 New
NFG
175
Next Financial Group
Texas
$212K +$210K +4,222 New
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