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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Procyon Advisors
Connecticut
$446K +$279K +5,656 +172%
A
252
AdvicePeriod
California
$442K +$438K +8,870 New
BWM
253
BCS Wealth Management
Tennessee
$440K – – –
AFC
254
AFT Forsyth & Company
Florida
$435K – – –
RA
255
RFG Advisory
Alabama
$428K +$247 +5 +0.1%
FAIM
256
Financial Advocates Investment Management
Washington
$419K +$138K +2,801 +50%
WANY
257
Wealthspire Advisors (New York)
New York
$417K -$621K -12,563 -60%
PA
258
Parkside Advisors
California
$415K -$14.4K -291 -3%
QCMC
259
Quantum Capital Management (California)
California
$413K – – –
SMG
260
Smart Money Group
Texas
$407K -$1.2M -24,229 -75%
BPA
261
Beacon Pointe Advisors
California
$401K +$191K +3,856 +92%
WSCM
262
Wellington Shields Capital Management
New York
$399K – – –
BF
263
BOK Financial
Oklahoma
$386K +$382K +7,734 New
WWM
264
Windsor Wealth Management
Indiana
$381K +$66.8K +1,351 +22%
IA
265
IFP Advisors
Florida
$378K -$137K -2,767 -27%
EWM
266
Elmwood Wealth Management
California
$375K +$253K +5,125 +214%
DA
267
Detalus Advisors
Missouri
$374K +$99 +2 +0%
IWP
268
Icon Wealth Partners
Texas
$363K – – –
BDF
269
Black Diamond Financial
Maryland
$355K -$4.94K -100 -1%
AA
270
Ancora Advisors
Ohio
$352K – – –
DI
271
Diligent Investors
California
$347K -$13.7K -278 -4%
OFG
272
Omega Financial Group
California
$346K -$23K -465 -6%
ATC
273
Argent Trust Co
Tennessee
$333K +$64K +1,295 +24%
HR
274
Howe & Rusling
New York
$314K +$29.3K +594 +10%
PWA
275
Physician Wealth Advisors
Utah
$310K +$48.8K +988 +19%
9 10
11
12 13