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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$278K +$2.71K +52 +1%
FIM
202
Freedom Investment Management
Connecticut
$273K -$13.3K -256 -5%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$273K +$730 +14 +0.3%
ABC
204
Associated Banc-Corp
Wisconsin
$271K – – –
IC
205
Inscription Capital
Texas
$270K +$42.2K +809 +18%
CAM
206
Cozad Asset Management
Illinois
$264K – – –
OC
207
Oarsman Capital
Wisconsin
$263K – – –
DP
208
Denver PWM
Colorado
$263K +$574 +11 +0.2%
BWP
209
BSW Wealth Partners
Colorado
$261K – – –
FHA
210
Flagship Harbor Advisors
Massachusetts
$259K – – –
HIM
211
Harbour Investment Management
Washington
$256K +$259K +4,960 New
CMO
212
Covenant Multifamily Offices
Texas
$255K -$172K -3,298 -40%
CAMG
213
CWA Asset Management Group
Florida
$255K +$258K +4,941 New
FNT
214
First National Trust
Pennsylvania
$254K – – –
CPIG
215
Chicago Partners Investment Group
Illinois
$248K +$251K +4,809 New
THWM
216
Taylor Hoffman Wealth Management
Virginia
$247K – – –
NA
217
NewEdge Advisors
Louisiana
$243K -$5.53K -106 -2%
FPW
218
Flagship Private Wealth
Massachusetts
$241K -$2.35K -45 -1%
OPA
219
Old Port Advisors
Maine
$239K -$10.4K -200 -4%
FWI
220
Facet Wealth Inc
Maryland
$233K -$1.82K -35 -0.8%
WP
221
WealthShield Partners
North Carolina
$232K -$56.3K -1,080 -19%
LCM
222
Leisure Capital Management
California
$232K – – –
TCA
223
Transcend Capital Advisors
New Jersey
$229K +$233K +4,471 New
CAL
224
Capital Advisors Ltd
Ohio
$228K – – –
PWP
225
Principle Wealth Partners
Connecticut
$228K – – –
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9
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