We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
176
Bison Wealth
Georgia
$434K +$435K +9,393 New
BFA
177
Beaumont Financial Advisors
Massachusetts
$397K – – –
PWM
178
Peterson Wealth Management
Nevada
$379K +$9.12K +197 +2%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$364K -$7.33M -158,350 -95%
DI
180
Diligent Investors
California
$356K +$15K +324 +4%
CNBTD
181
Citizens National Bank Trust Department
Mississippi
$354K – – –
WCA
182
Waypoint Capital Advisors
Minnesota
$351K – – –
DWT
183
Dorsey & Whitney Trust
South Dakota
$351K -$320K -6,920 -48%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$345K +$346K +7,480 New
AWM
185
AE Wealth Management
Kansas
$342K +$31.3K +677 +10%
BRWA
186
B. Riley Wealth Advisors
Florida
$341K -$20.4K -440 -6%
CWM
187
Cornerstone Wealth Management
Missouri
$339K -$1.08M -23,301 -76%
AWE
188
Avidian Wealth Enterprises
Texas
$334K +$10.6K +228 +3%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$332K – – –
WTC
190
WhitTier Trust Company
Nevada
$332K – – –
FHA
191
First Horizon Advisors
Tennessee
$327K – – –
IWP
192
Icon Wealth Partners
Texas
$327K – – –
DAS
193
Dynamic Advisor Solutions
Arizona
$324K -$87K -1,879 -21%
SAG
194
SageView Advisory Group
California
$320K +$834 +18 +0.3%
1IA
195
1620 Investment Advisors
Massachusetts
$318K -$90.6K -1,957 -22%
AC
196
ASB Consultores
Florida
$317K +$318K +6,866 New
NFG
197
Nations Financial Group
Iowa
$314K +$278 +6 +0.1%
AFG
198
Atomi Financial Group
New York
$313K +$29K +627 +10%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$313K +$314K +6,777 New
PG
200
Proffitt & Goodson
Tennessee
$311K – – –
6 7
8
9 10