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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$156K – – –
LWCFA
277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K – – –
1IA
278
1834 Investment Advisors
Wisconsin
$139K – – –
WT
279
Whittier Trust
California
$133K – – –
CPA
280
Clear Perspective Advisors
Illinois
$132K – – –
VCM
281
Versant Capital Management
Arizona
$132K +$74.1K +1,552 +129%
EWM
282
Elmwood Wealth Management
California
$115K – – –
WIM
283
Westside Investment Management
California
$102K +$287 +6 +0.3%
PCG
284
Private Capital Group
Connecticut
$94K -$20.3K -425 -18%
GRP
285
Global Retirement Partners
California
$92K – – –
RFC
286
Regions Financial Corp
Alabama
$86K -$18.9K -396 -18%
PCIA
287
Prime Capital Investment Advisors
Kansas
$78K +$77.3K +1,618 New
BCM
288
Blume Capital Management
California
$65K – – –
SBL
289
Sargent Bickham Lagudis
Colorado
$63K -$17.1K -359 -21%
JWA
290
JFS Wealth Advisors
Pennsylvania
$62K +$13.5K +283 +28%
FANJ
291
Financial Architects (New Jersey)
New Jersey
$56K – – –
SWM
292
SeaCrest Wealth Management
New York
$48K – – –
PA
293
Parallel Advisors
California
$45K – – –
AIP
294
Ameritas Investment Partners
Nebraska
$43K – – –
PO
295
Private Ocean
California
$35K -$127K -2,659 -78%
AIS
296
Accurate Investment Solutions
Pennsylvania
$35K +$34.7K +727 New
BFC
297
Bedel Financial Consulting
Indiana
$33K – – –
ASN
298
Advisory Services Network
Georgia
$32K +$29K +607 +979%
CB
299
CNB Bank
Pennsylvania
$29K – – –
AWA
300
Acorn Wealth Advisors
Michigan
$27K +$48 +1 +0.2%
10 11
12
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