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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
$434K +$54.2K +1,171 +14%
BW
177
Bison Wealth
Georgia
$434K +$435K +9,393 New
BFA
178
Beaumont Financial Advisors
Massachusetts
$397K – – –
PWM
179
Peterson Wealth Management
Nevada
$379K +$9.12K +197 +2%
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
California
$364K -$7.33M -158,350 -95%
DI
181
Diligent Investors
California
$356K +$15K +324 +4%
CNBTD
182
Citizens National Bank Trust Department
Mississippi
$354K – – –
WCA
183
Waypoint Capital Advisors
Minnesota
$351K – – –
DWT
184
Dorsey & Whitney Trust
South Dakota
$351K -$320K -6,920 -48%
USCWA
185
U.S. Capital Wealth Advisors
Texas
$345K +$346K +7,480 New
AWM
186
AE Wealth Management
Kansas
$342K +$31.3K +677 +10%
BRWA
187
B. Riley Wealth Advisors
Florida
$341K -$20.4K -440 -6%
CWM
188
Cornerstone Wealth Management
Missouri
$339K -$1.08M -23,301 -76%
AWE
189
Avidian Wealth Enterprises
Texas
$334K +$10.6K +228 +3%
LWANC
190
Laurel Wealth Advisors (North Carolina)
North Carolina
$332K – – –
WTC
191
WhitTier Trust Company
Nevada
$332K – – –
FHA
192
First Horizon Advisors
Tennessee
$327K – – –
IWP
193
Icon Wealth Partners
Texas
$327K – – –
DAS
194
Dynamic Advisor Solutions
Arizona
$324K -$87K -1,879 -21%
SAG
195
SageView Advisory Group
California
$320K +$834 +18 +0.3%
1IA
196
1620 Investment Advisors
Massachusetts
$318K -$90.6K -1,957 -22%
AC
197
ASB Consultores
Florida
$317K +$318K +6,866 New
NFG
198
Nations Financial Group
Iowa
$314K +$278 +6 +0.1%
AFG
199
Atomi Financial Group
New York
$313K +$29K +627 +10%
CSPIA
200
Cary Street Partners Investment Advisory
Virginia
$313K +$314K +6,777 New
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