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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$515K -$12.1K -232 -2%
JWS
152
Juncture Wealth Strategies
Arizona
$508K +$93K +1,787 +22%
FWA
153
FOCUS Wealth Advisors
Texas
$506K -$29.2K -562 -5%
CCM
154
Crabel Capital Management
California
$500K -$2.36M -45,299 -83%
ICMP
155
Integrated Capital Management (Pennsylvania)
Pennsylvania
$496K +$69.2K +1,330 +16%
AWM
156
AE Wealth Management
Kansas
$493K +$93.3K +1,794 +23%
BCP
157
Blue Chip Partners
Michigan
$489K +$2.13K +41 +0.4%
DI
158
Diligent Investors
California
$487K +$156 +3 +0%
HI
159
Harbour Investments
Wisconsin
$477K -$4.74K -91 -1%
CG
160
Colony Group
Massachusetts
$474K -$29.2K -561 -6%
VA
161
Valmark Advisers
Ohio
$467K -$58.4K -1,123 -11%
NL
162
NWAM LLC
Washington
$466K -$764K -14,678 -62%
SPA
163
Sentinel Pension Advisors
Massachusetts
$462K +$136K +2,618 +42%
LHC
164
Little House Capital
Massachusetts
$458K +$457K +8,786 New
MFA
165
Mayflower Financial Advisors
Massachusetts
$453K – – –
ST
166
Smithfield Trust
Pennsylvania
$450K – – –
GT
167
Glenview Trust
Kentucky
$448K – – –
PA
168
PFG Advisors
Arizona
$446K +$235K +4,508 +111%
OPS
169
Orion Portfolio Solutions
Nebraska
$444K +$46.4K +892 +12%
CMO
170
Covenant Multifamily Offices
Texas
$430K +$191K +3,677 +80%
WWM
171
Western Wealth Management
Colorado
$421K +$8.64K +166 +2%
BCI
172
Brinker Capital Investments
Pennsylvania
$414K – – –
CNBTD
173
Citizens National Bank Trust Department
Mississippi
$414K – – –
LNC
174
Lincoln National Corp
Pennsylvania
$413K +$8.64K +166 +2%
IWP
175
Icon Wealth Partners
Texas
$400K +$364 +7 +0.1%
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