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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$406K – – –
HCP
202
Hexagon Capital Partners
Arkansas
$404K +$13.2K +289 +3%
EP
203
Edgestream Partners
New Jersey
$403K +$98.3K +2,159 +33%
QC
204
Quadrature Capital
United Kingdom
$402K +$400K +8,787 New
SB
205
Strategic Blueprint
Georgia
$395K +$182K +4,004 +87%
TIM
206
Tortoise Investment Management
New York
$394K -$109K -2,400 -22%
HSA
207
HBK Sorce Advisory
Pennsylvania
$387K -$75.9K -1,667 -16%
JWS
208
Juncture Wealth Strategies
Arizona
$380K +$35.1K +772 +10%
OFG
209
Omega Financial Group
California
$377K -$2.69K -59 -0.7%
FF
210
Friedenthal Financial
New Jersey
$376K -$10.3K -227 -3%
ODIJL
211
One Day In July LLC
Vermont
$374K – – –
TWM
212
Tanager Wealth Management
United Kingdom
$367K – – –
FFS
213
Founders Financial Securities
Maryland
$367K +$46 +1 +0%
APW
214
Aventura Private Wealth
Florida
$364K -$5.05K -111 -1%
IWA
215
Icon Wealth Advisors
Texas
$364K +$228 +5 +0.1%
SAM
216
Sawgrass Asset Management
Florida
$361K – – –
AA
217
Alesco Advisors
New York
$359K -$71.1K -1,562 -17%
SOS
218
Silver Oak Securities
Tennessee
$351K -$25K -550 -7%
BRWA
219
B. Riley Wealth Advisors
Florida
$349K +$347K +7,619 New
MMA
220
Miracle Mile Advisors
California
$340K +$134K +2,950 +66%
OWA
221
One Wealth Advisors
California
$333K – – –
RWS
222
Retirement Wealth Solutions
Wisconsin
$329K -$315K -6,922 -49%
SWM
223
SigFig Wealth Management
California
$321K +$3.87K +85 +1%
PWM
224
Parkway Wealth Management
Texas
$313K -$46.9K -1,031 -13%
SFS
225
Sowell Financial Services
Arkansas
$310K +$8.06K +177 +3%
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9
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