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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
176
Level Four Advisory Services
Texas
$448K – – –
SFG
177
Sage Financial Group
Pennsylvania
$447K -$1.44M -31,400 -76%
ST
178
Smithfield Trust
Pennsylvania
$433K – – –
PWM
179
Peterson Wealth Management
Nevada
$428K +$644 +14 +0.1%
PA
180
Procyon Advisors
Connecticut
$426K -$214K -4,660 -32%
VA
181
Valmark Advisers
Ohio
$424K +$2.58K +56 +0.6%
WAL
182
W Advisors LLC
Tennessee
$421K -$2.65M -57,705 -86%
AA
183
Ancora Advisors
Ohio
$421K -$50.6K -1,100 -10%
LMKC
184
L.M. Kohn & Company
Ohio
$418K -$69K -1,500 -14%
DI
185
Diligent Investors
California
$412K +$138 +3 +0%
HS
186
Horan Securities
United States
$394K -$46.7K -1,016 -10%
CWM
187
Cornerstone Wealth Management
Missouri
$393K +$59.4K +1,292 +17%
XF
188
XML Financial
Maryland
$387K – – –
GT
189
Glenview Trust
Kentucky
$379K – – –
PAMG
190
Patton Albertson Miller Group
Tennessee
$371K -$329K -7,161 -46%
IWMA
191
Ironwood Wealth Management (Arizona)
Arizona
$361K – – –
LSPW
192
Lake Street Private Wealth
Illinois
$352K – – –
1IA
193
1620 Investment Advisors
Massachusetts
$350K -$3.45K -75 -0.9%
IWM
194
IHT Wealth Management
Illinois
$350K +$132K +2,877 +57%
SPA
195
Sentinel Pension Advisors
Massachusetts
$343K +$874 +19 +0.2%
CNBTD
196
Citizens National Bank Trust Department
Mississippi
$337K -$2.3K -50 -0.6%
WCA
197
Waypoint Capital Advisors
Minnesota
$335K – – –
AWM
198
AE Wealth Management
Kansas
$323K -$178K -3,868 -34%
WA
199
Waddell & Associates
Tennessee
$316K – – –
SG
200
StoneX Group
New York
$315K +$329K +7,151 New
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