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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$646K +$9.93K +212 +2%
EWA
227
ERTS Wealth Advisors
Michigan
$646K -$4.64K -99 -0.7%
AC
228
Anson Capital
Georgia
$639K -$61.1K -1,305 -9%
WWA
229
WCG Wealth Advisors
Nevada
$637K +$646K +13,788 New
SC
230
Savant Capital
Illinois
$635K +$643K +13,739 New
FAFN
231
First Affirmative Financial Network
Colorado
$619K -$22.9K -488 -4%
ACM
232
Antonetti Capital Management
Florida
$599K -$14.1K -300 -2%
CAL
233
Capital Advisors Ltd
Ohio
$597K – – –
OIA
234
OneDigital Investment Advisors
Kansas
$594K -$42.5K -908 -7%
RT
235
Rockland Trust
Massachusetts
$590K -$660K -14,093 -52%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$588K +$1.69K +36 +0.3%
VCM
237
Versant Capital Management
Arizona
$585K +$88.7K +1,893 +18%
BOPW
238
Brandywine Oak Private Wealth
Pennsylvania
$572K – – –
CA
239
Cetera Advisors
Colorado
$561K -$22.5K -481 -4%
AWM
240
Altus Wealth Management
Kentucky
$554K – – –
RPA
241
Rock Point Advisors
Vermont
$552K – – –
FCH
242
Freestone Capital Holdings
Washington
$534K -$137K -2,919 -20%
BWM
243
BCS Wealth Management
Tennessee
$534K -$6.84K -146 -1%
CWA
244
Canvas Wealth Advisors
Kansas
$519K -$4.64K -99 -0.9%
AF
245
Apexium Financial
Texas
$516K -$76.8K -1,640 -13%
VCM
246
Vision Capital Management
Oregon
$493K +$499K +10,655 New
KFGK
247
Keystone Financial Group (Kentucky)
Kentucky
$492K +$498K +10,634 New
OPCM
248
Osborne Partners Capital Management
California
$485K -$143K -3,050 -23%
AWM
249
Axxcess Wealth Management
California
$482K +$12.7K +272 +3%
IA
250
IFG Advisors
Missouri
$473K +$4.82K +103 +1%
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