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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
276
Elmwood Wealth Management
California
$375K – – –
DA
277
Detalus Advisors
Missouri
$374K – – –
SF
278
Synovus Financial
Georgia
$366K +$222K +4,441 +154%
IWP
279
Icon Wealth Partners
Texas
$363K – – –
CIM
280
Confluence Investment Management
Missouri
$357K +$357K +7,157 New
AA
281
Ancora Advisors
Ohio
$352K – – –
DI
282
Diligent Investors
California
$347K – – –
VIM
283
Vista Investment Management
Pennsylvania
$342K -$105K -2,107 -23%
BDF
284
Black Diamond Financial
Maryland
$339K -$16K -320 -4%
HR
285
Howe & Rusling
New York
$321K +$7.09K +142 +2%
CB
286
CNB Bank
Pennsylvania
$314K +$314K +6,290 New
PWA
287
Physician Wealth Advisors
Utah
$307K – – –
CAM
288
Cozad Asset Management
Illinois
$305K – – –
SPA
289
Sentinel Pension Advisors
Massachusetts
$292K +$12.3K +247 +4%
PA
290
Parkside Advisors
California
$291K -$124K -2,487 -30%
ECM
291
Evergreen Capital Management
Washington
$288K – – –
FHC
292
First Heartland Consultants
Missouri
$279K +$53K +1,061 +23%
AA
293
Alesco Advisors
New York
$278K +$2.55K +51 +0.9%
IP
294
Investment Partners
Ohio
$273K – – –
SPC
295
Sigma Planning Corp
Michigan
$272K +$11.7K +235 +5%
BPA
296
Beacon Pointe Advisors
California
$269K -$133K -2,672 -33%
SFA
297
Sequoia Financial Advisors
Ohio
$267K +$267K +5,345 New
HR
298
Hayden Royal
North Carolina
$265K +$266K +5,321 New
VA
299
Valmark Advisers
Ohio
$264K -$7.24K -145 -3%
BWP
300
BSW Wealth Partners
Colorado
$252K -$3.14M -62,906 -93%
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