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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
276
Private Capital Group
Connecticut
$114K +$131K +2,717 New
CA
277
Calton & Associates
Florida
$104K +$105K +2,168 New
WIM
278
Westside Investment Management
California
$102K +$386 +8 +0.4%
GRP
279
Global Retirement Partners
California
$100K +$72.4K +1,500 +255%
RFC
280
Regions Financial Corp
Alabama
$95K -$163K -3,371 -63%
PA
281
Parallel Advisors
California
$77K -$19.2K -397 -20%
AGA
282
Accuvest Global Advisors
Utah
$77K +$77.9K +1,614 New
TC
283
Telemus Capital
Michigan
$75K +$76.1K +1,575 New
IWM
284
IHT Wealth Management
Illinois
$71K – – –
BCM
285
Blume Capital Management
California
$69K -$30.4K -630 -31%
TIM
286
Tortoise Investment Management
New York
$65K -$24.6K -510 -27%
BTIS
287
BB&T Investment Services
North Carolina
$58K +$46.5K +963 +376%
FANJ
288
Financial Architects (New Jersey)
New Jersey
$57K +$1.16K +24 +2%
ECM
289
Exchange Capital Management
Michigan
$52K -$456K -9,436 -90%
FRA
290
Front Row Advisors
California
$51K +$51.2K +1,060 New
SWM
291
SeaCrest Wealth Management
New York
$49K +$49.2K +1,018 New
JWA
292
JFS Wealth Advisors
Pennsylvania
$48K – – –
AIS
293
Accurate Investment Solutions
Pennsylvania
$46K +$97 +2 +0.2%
PO
294
Private Ocean
California
$35K -$5.79K -120 -14%
CB
295
CNB Bank
Pennsylvania
$29K +$29K +600 New
IP
296
Intellectus Partners
California
$27K – – –
AWA
297
Acorn Wealth Advisors
Michigan
$27K +$27K +559 New
M
298
MOTCO
Texas
$23K +$23K +477 New
HFP
299
Holistic Financial Partners
Indiana
$22K +$22.3K +462 New
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
10 11
12
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