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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
276
Private Ocean
California
$162K +$128K +2,659 +365%
DWM
277
Destination Wealth Management
California
$158K +$159K +3,309 New
BCWM
278
Bartlett & Co Wealth Management
Ohio
$155K +$156K +3,247 New
BC
279
Bartlett & Co
Ohio
$155K – – –
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K – – –
1IA
281
1834 Investment Advisors
Wisconsin
$139K – – –
CPA
282
Clear Perspective Advisors
Illinois
$132K – – –
PWM
283
Perigon Wealth Management
California
$132K – – –
WT
284
Whittier Trust
California
$132K – – –
GWM
285
Geneos Wealth Management
Colorado
$131K – – –
EWM
286
Elmwood Wealth Management
California
$115K +$115K +2,400 New
PCG
287
Private Capital Group
Connecticut
$114K -$15.9K -331 -12%
RFC
288
Regions Financial Corp
Alabama
$105K +$10.6K +221 +11%
WIM
289
Westside Investment Management
California
$102K +$192 +4 +0.2%
SFSIG
290
San Francisco Sentry Investment Group
California
$99K +$99.5K +2,075 New
GRP
291
Global Retirement Partners
California
$92K -$8.3K -173 -8%
TWA
292
TCI Wealth Advisors
Arizona
$87K -$74.9K -1,561 -46%
SBL
293
Sargent Bickham Lagudis
Colorado
$80K -$60.9K -1,270 -43%
ECM
294
Exchange Capital Management
Michigan
$79K +$26.5K +553 +51%
AGA
295
Accuvest Global Advisors
Utah
$77K – – –
BFEC
296
Benjamin F. Edwards & Company
Missouri
$73K -$400K -8,350 -85%
IWM
297
IHT Wealth Management
Illinois
$71K – – –
BCM
298
Blume Capital Management
California
$64K -$4.08K -85 -6%
VCM
299
Versant Capital Management
Arizona
$57K +$57.7K +1,203 New
FANJ
300
Financial Architects (New Jersey)
New Jersey
$56K -$1.15K -24 -2%
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