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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$135K +$135K +2,674 New
VCM
202
Vigilant Capital Management
Maine
$117K +$87.5K +1,728 +293%
BAM
203
Belpointe Asset Management
Nevada
$108K -$24.6K -486 -19%
BA
204
Ballast Advisors
Minnesota
$106K +$106K +2,089 New
SFS
205
Sowell Financial Services
Arkansas
$98K -$97.8K -1,933 -50%
FCMT
206
Founders Capital Management (Texas)
Texas
$88K – – –
AF
207
Advisornet Financial
Minnesota
$82K – – –
WT
208
Whittier Trust
California
$82K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$78K – – –
BCM
210
Blume Capital Management
California
$77K – – –
APA
211
American Portfolios Advisors
New York
$70.6K +$506 +10 +0.7%
GSC
212
G&S Capital
Colorado
$63K – – –
NG
213
NWK Group
California
$55K +$55.2K +1,090 New
OIA
214
Optimum Investment Advisors
Illinois
$51K – – –
WCG
215
Weaver Consulting Group
California
$51K – – –
WB
216
West Bancorporation
Iowa
$51K +$50.7K +1,002 New
TFA
217
Transamerica Financial Advisors
Florida
$48K -$3.59K -71 -7%
LWA
218
Lenox Wealth Advisors
New York
$47K +$26.6K +526 +131%
CA
219
CXI Advisors
Indiana
$40K +$40.1K +792 New
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K – – –
GWM
221
Geneos Wealth Management
Colorado
$37K – – –
BW
222
Bison Wealth
Georgia
$37K +$37.2K +734 New
SQA
223
Simon Quick Advisors
New Jersey
$35K +$2.23K +44 +7%
CB
224
Community Bank
New York
$32K – – –
WWM
225
Willingdon Wealth Management
North Carolina
$28K +$27.7K +547 New
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9
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