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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
251
Avant Financial Advisors
Texas
$425K +$29.6K +616 +7%
SI
252
Seeds Investor
New York
$423K -$5.04K -105 -1%
LEA
253
Legacy Edge Advisors
New York
$415K +$415K +8,656 New
EFS
254
Essex Financial Services
Connecticut
$406K – – –
ALA
255
Atlas Legacy Advisors
California
$401K -$24.6K -512 -6%
AO
256
Advisor OS
Illinois
$396K +$51.7K +1,077 +15%
GWP
257
Gateway Wealth Partners
Wisconsin
$396K +$122K +2,540 +45%
AWM
258
Axxcess Wealth Management
California
$391K +$391K +8,140 New
MIM
259
Moseley Investment Management
Florida
$383K -$14.4K -299 -4%
EK
260
Evensky & Katz
Florida
$377K +$5.33K +111 +1%
XF
261
XML Financial
Maryland
$376K -$30K -626 -7%
CFP
262
Cascade Financial Partners
California
$374K – – –
RWC
263
Rare Wolf Capital
Washington
$370K +$371K +7,720 New
TVAMP
264
Tennessee Valley Asset Management Partners
Tennessee
$368K -$2.16K -45 -0.6%
PS
265
Principal Securities
Iowa
$357K -$131K -2,725 -27%
KPWG
266
KFA Private Wealth Group
Virginia
$356K – – –
RPA
267
Rock Point Advisors
Vermont
$351K – – –
CPL
268
CAP Partners LLC
Tennessee
$350K -$96 -2 -0%
IWA
269
Icon Wealth Advisors
Texas
$349K – – –
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$348K -$15.1K -314 -4%
OWA
271
Octavia Wealth Advisors
Ohio
$340K +$127K +2,642 +59%
SYBT
272
Stock Yards Bank & Trust
Kentucky
$340K +$340K +7,090 New
LRPA
273
L. Roy Papp & Associates
Arizona
$340K +$340K +7,080 New
WT
274
Washington Trust
Rhode Island
$336K -$599K -12,488 -64%
JWA
275
JFS Wealth Advisors
Pennsylvania
$331K – – –
9 10
11
12 13