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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
176
RCS Financial Planning
Maryland
$446K +$440K +9,787 New
CIA
177
Capital Investment Advisors
Georgia
$444K +$437K +9,738 New
MFG
178
Merit Financial Group
Georgia
$438K +$431K +9,606 New
G
179
GenTrust
Florida
$435K +$428K +9,536 New
FC
180
Financial Council
Maryland
$434K -$1.13M -25,263 -73%
LMKC
181
L.M. Kohn & Company
Ohio
$433K – – –
DI
182
Diligent Investors
California
$428K +$225 +5 +0.1%
KAS
183
Kestra Advisory Services
Texas
$427K -$3M -66,709 -88%
FHA
184
Flagship Harbor Advisors
Massachusetts
$424K -$258K -5,753 -38%
WAL
185
W Advisors LLC
Tennessee
$416K -$19.8K -441 -5%
PWM
186
Peterson Wealth Management
Nevada
$414K -$29.7K -662 -7%
1IA
187
1620 Investment Advisors
Massachusetts
$413K +$49.4K +1,100 +14%
BFA
188
Beaumont Financial Advisors
Massachusetts
$407K -$12.9M -287,347 -97%
CFGS
189
Concourse Financial Group Securities
Alabama
$406K +$144K +3,215 +56%
XF
190
XML Financial
Maryland
$402K – – –
AWM
191
Axxcess Wealth Management
California
$390K -$900K -20,046 -70%
OPWM
192
Oakwell Private Wealth Management
Texas
$386K -$276K -6,137 -42%
JWS
193
Juncture Wealth Strategies
Arizona
$384K +$378K +8,427 New
GFPC
194
Global Financial Private Client
Florida
$383K +$245K +5,466 +187%
HW
195
Hancock Whitney
Mississippi
$371K +$365K +8,127 New
MA
196
Mutual Advisors
Nebraska
$370K +$155K +3,451 +74%
SAG
197
SageView Advisory Group
California
$365K +$359K +7,994 New
AWS
198
Atria Wealth Solutions
New York
$361K +$104K +2,326 +42%
BRWA
199
B. Riley Wealth Advisors
Florida
$357K +$56.4K +1,256 +19%
CNBTD
200
Citizens National Bank Trust Department
Mississippi
$350K – – –
6 7
8
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