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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
McMill Wealth Management
Nebraska
$485K +$881K +19,208 New
IAS
177
Insigneo Advisory Services
Florida
$474K -$76.4K -1,665 -14%
HSA
178
HBK Sorce Advisory
Pennsylvania
$467K -$8.86M -193,122 -95%
FMWA
179
Forvis Mazars Wealth Advisors
Missouri
$454K – – –
MCM
180
M1 Capital Management
Michigan
$454K +$110K +2,396 +31%
BWA
181
BlueChip Wealth Advisors
Georgia
$437K +$442K +9,634 New
AA
182
Alesco Advisors
New York
$426K -$92.4K -2,014 -18%
PTC
183
Private Trust Company
Ohio
$425K -$10K -219 -2%
SP
184
Stablepoint Partners
Massachusetts
$420K +$29.9K +651 +8%
PA
185
PFW Advisors
Georgia
$420K +$43.6K +951 +11%
FHC
186
First Heartland Consultants
Missouri
$409K -$89.2K -1,944 -18%
VPP
187
Vertex Planning Partners
Illinois
$403K +$12.9K +282 +3%
VWM
188
Venturi Wealth Management
Texas
$402K – – –
CWM
189
Collaborative Wealth Management
Florida
$397K +$402K +8,762 New
SW
190
Simplicity Wealth
New Jersey
$396K +$34.7K +757 +9%
HCP
191
Hexagon Capital Partners
Arkansas
$387K +$391K +8,525 New
FF
192
Friedenthal Financial
New Jersey
$383K -$74.5K -1,624 -16%
CIA
193
Concurrent Investment Advisors
Florida
$379K +$1.79K +39 +0.5%
OFG
194
Omega Financial Group
California
$376K -$15.1K -330 -4%
SOS
195
Silver Oak Securities
Tennessee
$373K – – –
ODIJL
196
One Day In July LLC
Vermont
$371K +$375K +8,174 New
APW
197
Aventura Private Wealth
Florida
$366K -$167K -3,650 -31%
FFS
198
Founders Financial Securities
Maryland
$365K -$1.24K -27 -0.3%
TWM
199
Tanager Wealth Management
United Kingdom
$364K +$368K +8,022 New
SWP
200
ShoreHaven Wealth Partners
New Jersey
$362K +$70.2K +1,530 +24%
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