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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
151
Wealth Alliance Advisory Group
Kansas
$353K
Citadel Advisors
152
Citadel Advisors
Florida
$349K -$4.82M -95,128 -93%
RF
153
RHS Financial
California
$346K +$346K +6,831 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$344K +$26.4K +521 +8%
EK
155
Evensky & Katz
Florida
$327K +$2.83K +56 +0.9%
CG
156
Colony Group
Massachusetts
$315K +$315K +6,228 New
PCMC
157
Paragon Capital Management (Colorado)
Colorado
$309K
OPA
158
Old Port Advisors
Maine
$301K -$44.4K -878 -13%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$290K
1IA
160
1834 Investment Advisors
Wisconsin
$286K
BSW
161
Buckingham Strategic Wealth
Missouri
$283K +$283K +5,586 New
WA
162
WealthTrust Axiom
Pennsylvania
$278K
MAFM
163
Mid Atlantic Financial Management
Pennsylvania
$267K -$39.5K -780 -13%
WP
164
WealthShield Partners
North Carolina
$267K -$30.2K -596 -10%
LW
165
Linscomb Wealth
Texas
$263K +$263K +5,196 New
FTS
166
Fifth Third Securities
Ohio
$259K +$259K +5,122 New
DAS
167
Dynamic Advisor Solutions
Arizona
$259K -$22.1K -436 -8%
NA
168
NewEdge Advisors
Louisiana
$259K -$4.25K -84 -2%
FANJ
169
Financial Architects (New Jersey)
New Jersey
$258K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$258K +$190K +3,750 +276%
THWM
171
Taylor Hoffman Wealth Management
Virginia
$243K
MWM
172
Mission Wealth Management
California
$242K -$18.5K -365 -7%
ST
173
Smithfield Trust
Pennsylvania
$242K
PWA
174
Physician Wealth Advisors
Utah
$239K +$11.7K +231 +5%
William Blair & Company
175
William Blair & Company
Illinois
$238K +$28.5K +563 +14%