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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
276
Synovus Financial
Georgia
$366K +$222K +4,441 +154%
IWP
277
Icon Wealth Partners
Texas
$363K – – –
CIM
278
Confluence Investment Management
Missouri
$357K +$357K +7,157 New
AA
279
Ancora Advisors
Ohio
$352K – – –
DI
280
Diligent Investors
California
$347K – – –
VIM
281
Vista Investment Management
Pennsylvania
$342K -$105K -2,107 -23%
BDF
282
Black Diamond Financial
Maryland
$339K -$16K -320 -4%
HR
283
Howe & Rusling
New York
$321K +$7.09K +142 +2%
CB
284
CNB Bank
Pennsylvania
$314K +$314K +6,290 New
PWA
285
Physician Wealth Advisors
Utah
$307K – – –
CAM
286
Cozad Asset Management
Illinois
$305K – – –
SPA
287
Sentinel Pension Advisors
Massachusetts
$292K +$12.3K +247 +4%
PA
288
Parkside Advisors
California
$291K -$124K -2,487 -30%
ECM
289
Evergreen Capital Management
Washington
$288K – – –
FHC
290
First Heartland Consultants
Missouri
$279K +$53K +1,061 +23%
AA
291
Alesco Advisors
New York
$278K +$2.55K +51 +0.9%
IP
292
Investment Partners
Ohio
$273K – – –
SPC
293
Sigma Planning Corp
Michigan
$272K +$11.7K +235 +5%
BPA
294
Beacon Pointe Advisors
California
$269K -$133K -2,672 -33%
SFA
295
Sequoia Financial Advisors
Ohio
$267K +$267K +5,345 New
HR
296
Hayden Royal
North Carolina
$265K +$266K +5,321 New
VA
297
Valmark Advisers
Ohio
$264K -$7.24K -145 -3%
BWP
298
BSW Wealth Partners
Colorado
$252K -$3.14M -62,906 -93%
SG
299
StoneX Group
New York
$248K +$28.2K +565 +13%
MWM
300
Modera Wealth Management
New Jersey
$242K – – –
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