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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$364K +$359K +7,783 New
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$363K -$985K -21,330 -73%
IC
203
IEQ Capital
California
$362K +$2.35K +51 +0.7%
IWMA
204
Ironwood Wealth Management (Arizona)
Arizona
$361K +$361K +7,817 +16,993%
ECM
205
Exchange Capital Management
Michigan
$360K -$72.7K -1,575 -17%
AWM
206
Apollon Wealth Management
South Carolina
$359K -$221K -4,784 -38%
SPA
207
Sentinel Pension Advisors
Massachusetts
$357K -$7.3K -158 -2%
CNBTD
208
Citizens National Bank Trust Department
Mississippi
$354K +$185K +4,000 +108%
CWM
209
Cornerstone Wealth Management
Missouri
$350K +$353K +7,634 New
MFG
210
Magnus Financial Group
New York
$350K +$353K +7,634 New
WCA
211
Waypoint Capital Advisors
Minnesota
$349K – – –
FWP
212
Firethorn Wealth Partners
Georgia
$344K +$44K +952 +15%
TWA
213
TPB Wealth Advisors
Texas
$338K +$341K +7,373 New
WA
214
Waddell & Associates
Tennessee
$330K – – –
IWP
215
Icon Wealth Partners
Texas
$328K +$3.69K +80 +1%
CFG
216
Cooper Financial Group
California
$327K – – –
AG
217
Ascent Group
Virginia
$313K +$63.7K +1,379 +26%
IAN
218
Integrated Advisors Network
Texas
$313K +$315K +6,822 New
FHA
219
First Horizon Advisors
Tennessee
$312K – – –
SWM
220
Spire Wealth Management
Virginia
$303K -$62.9K -1,363 -17%
IPW
221
Intergy Private Wealth
Colorado
$298K -$1.21M -26,275 -80%
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$286K -$47.4K -1,026 -14%
EWM
223
EPG Wealth Management
Georgia
$286K +$1.2K +26 +0.4%
CAL
224
Capital Analysts LLC
Pennsylvania
$281K +$174K +3,760 +159%
GVAG
225
Great Valley Advisor Group
Delaware
$280K +$83.9K +1,817 +42%
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9
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