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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
Ancora Advisors
Ohio
$550K – – –
AWM
152
AE Wealth Management
Kansas
$550K +$63K +1,208 +13%
BWA
153
Burt Wealth Advisors
Maryland
$546K – – –
EWM
154
EPG Wealth Management
Georgia
$537K +$2.29K +44 +0.4%
LFAS
155
Level Four Advisory Services
Texas
$526K -$1.25M -24,056 -70%
JWS
156
Juncture Wealth Strategies
Arizona
$518K +$16.2K +311 +3%
FWA
157
FOCUS Wealth Advisors
Texas
$512K +$11.7K +225 +2%
BF
158
BOK Financial
Oklahoma
$504K +$510K +9,775 New
NL
159
NWAM LLC
Washington
$488K +$27.5K +528 +6%
DI
160
Diligent Investors
California
$487K – – –
BCP
161
Blue Chip Partners
Michigan
$486K +$2.03K +39 +0.4%
HWAM
162
Hennion & Walsh Asset Management
New Jersey
$477K +$152K +2,914 +46%
RIA
163
Realta Investment Advisors
Delaware
$475K -$80.8K -1,550 -14%
OPS
164
Orion Portfolio Solutions
Nebraska
$471K +$32K +613 +7%
CG
165
Colony Group
Massachusetts
$469K – – –
HI
166
Harbour Investments
Wisconsin
$465K -$7.87K -151 -2%
VA
167
Valmark Advisers
Ohio
$463K +$939 +18 +0.2%
SPA
168
Sentinel Pension Advisors
Massachusetts
$455K -$1.98K -38 -0.4%
LHC
169
Little House Capital
Massachusetts
$449K -$4.17K -80 -0.9%
MFA
170
Mayflower Financial Advisors
Massachusetts
$447K – – –
ST
171
Smithfield Trust
Pennsylvania
$445K – – –
GT
172
Glenview Trust
Kentucky
$444K – – –
WA
173
Waddell & Associates
Tennessee
$420K +$424K +8,136 New
BCI
174
Brinker Capital Investments
Pennsylvania
$410K – – –
CNBTD
175
Citizens National Bank Trust Department
Mississippi
$407K -$2.61K -50 -0.6%
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