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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$584K -$25K -530 -4%
WANY
227
Wealthspire Advisors (New York)
New York
$575K -$257K -5,460 -31%
CA
228
Continuum Advisory
Idaho
$574K -$58.2K -1,234 -9%
SB
229
Strategic Blueprint
Georgia
$573K -$106K -2,253 -16%
AWM
230
Altus Wealth Management
Kentucky
$561K -$4.71K -100 -0.8%
EK
231
Evensky & Katz
Florida
$561K +$14.8K +314 +3%
CWA
232
Canvas Wealth Advisors
Kansas
$553K -$4.67K -99 -0.8%
AF
233
Apexium Financial
Texas
$551K +$6.51K +138 +1%
BA
234
Bristlecone Advisors
Washington
$546K -$11.5K -244 -2%
VCM
235
Vision Capital Management
Oregon
$543K -$90.5K -1,919 -14%
RA
236
Riversedge Advisors
Delaware
$536K -$78.7K -1,670 -13%
EFS
237
Essex Financial Services
Connecticut
$536K +$305K +6,465 +135%
EFN
238
Equita Financial Network
Pennsylvania
$527K – – –
VIM
239
Vista Investment Management
Pennsylvania
$509K -$387K -8,200 -43%
MIM
240
Moseley Investment Management
Florida
$508K -$144K -3,055 -22%
NWM
241
Northwest Wealth Management
Iowa
$498K – – –
SF
242
Summit Financial
New Jersey
$498K -$815K -17,285 -62%
ASN
243
Advisory Services Network
Georgia
$492K +$25.7K +546 +6%
RJT
244
Raymond James Trust
Florida
$489K -$1.04K -22 -0.2%
IA
245
IFG Advisors
Missouri
$487K +$189 +4 +0%
WS
246
Wedbush Securities
California
$480K -$330 -7 -0.1%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$476K +$2.12K +45 +0.4%
AI
248
Atria Investments
North Carolina
$467K +$467K +9,906 New
T
249
Tidemark
California
$445K +$28.3K +600 +7%
APIM
250
Agate Pass Investment Management
Washington
$444K +$23.7K +502 +6%
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