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State Street SPDR Nuveen ICE Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
ShoreHaven Wealth Partners
New Jersey
$362K +$70.2K +1,530 +24%
IWA
202
Icon Wealth Advisors
Texas
$362K +$138 +3 +0%
PWM
203
Parkway Wealth Management
Texas
$359K +$27.7K +603 +8%
SAM
204
Sawgrass Asset Management
Florida
$357K – – –
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$347K -$46.3K -1,008 -11%
AI
206
Atria Investments
North Carolina
$346K -$119K -2,591 -25%
Corient Private Wealth
207
Corient Private Wealth
Florida
$344K +$350K +7,630 New
JWS
208
Juncture Wealth Strategies
Arizona
$341K -$16.5K -359 -5%
WMA
209
West Michigan Advisors
Michigan
$335K -$6.56K -143 -2%
OWA
210
One Wealth Advisors
California
$329K -$279K -6,091 -46%
RA
211
RFG Advisory
Alabama
$316K +$319K +6,961 New
SWM
212
SigFig Wealth Management
California
$314K +$317K +6,918 New
MFS
213
Mattson Financial Services
Michigan
$311K -$727K -15,843 -70%
CBT
214
Crews Bank & Trust
Florida
$310K – – –
GP
215
GLR Partners
Maryland
$309K +$313K +6,825 New
PCIA
216
Prime Capital Investment Advisors
Kansas
$307K +$50.1K +1,092 +19%
QCM
217
Quantinno Capital Management
New York
$305K +$309K +6,731 New
EP
218
Edgestream Partners
New Jersey
$301K -$37.4K -815 -11%
EWA
219
EverSource Wealth Advisors
Alabama
$301K – – –
SFS
220
Sowell Financial Services
Arkansas
$299K -$2.25K -49 -0.7%
CBU
221
CIBC Bancorp USA
Illinois
$293K +$297K +6,473 New
SCA
222
Strathmore Capital Advisors
North Carolina
$289K – – –
AQR Capital Management
223
AQR Capital Management
Connecticut
$287K – – –
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$284K +$288K +6,271 New
BWM
225
BCGM Wealth Management
Indiana
$279K +$283K +6,163 New