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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$386K -$52.2K -1,127 -12%
NFG
177
Northeast Financial Group
Pennsylvania
$385K +$43.2K +932 +13%
JWM
178
JFG Wealth Management
Colorado
$383K +$379K +8,180 New
PWM
179
Peterson Wealth Management
Nevada
$375K -$49.5K -1,069 -12%
SSA
180
Schonfeld Strategic Advisors
New York
$370K +$367K +7,910 New
CFP
181
Cypress Financial Planning
New Jersey
$369K +$49.9K +1,076 +16%
BRWA
182
B. Riley Wealth Advisors
Florida
$367K – – –
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$359K – – –
WCA
184
Waypoint Capital Advisors
Minnesota
$356K – – –
DI
185
Diligent Investors
California
$345K -$92.5K -1,997 -21%
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$337K +$9.27K +200 +3%
WTC
187
WhitTier Trust Company
Nevada
$336K -$601K -12,974 -64%
FHA
188
First Horizon Advisors
Tennessee
$332K -$24.3K -524 -7%
IWP
189
Icon Wealth Partners
Texas
$331K +$328K +7,075 New
AWE
190
Avidian Wealth Enterprises
Texas
$328K -$2.74M -59,111 -89%
SAG
191
SageView Advisory Group
California
$324K -$49.5K -1,069 -13%
NFG
192
Nations Financial Group
Iowa
$318K +$185 +4 +0.1%
HDIM
193
Hanson & Doremus Investment Management
Vermont
$317K -$1.53K -33 -0.5%
PG
194
Proffitt & Goodson
Tennessee
$316K +$312K +6,740 New
AWM
195
AE Wealth Management
Kansas
$315K -$38.3K -826 -11%
ECM
196
Exchange Capital Management
Michigan
$304K – – –
CFG
197
Cooper Financial Group
California
$302K -$19.5K -421 -6%
VA
198
Valmark Advisers
Ohio
$300K -$49.1K -1,059 -14%
LFG
199
Larson Financial Group
Missouri
$299K +$279K +6,018 +1,613%
EWM
200
EPG Wealth Management
Georgia
$297K +$1.16K +25 +0.4%
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