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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
276
Castle Rock Wealth Management
California
$441K +$441K +8,850 New
BWM
277
BCS Wealth Management
Tennessee
$440K – – –
BF
278
BOK Financial
Oklahoma
$436K -$78K -1,566 -15%
AFC
279
AFT Forsyth & Company
Florida
$434K – – –
OC
280
Oppenheimer & Co
New York
$434K +$434K +8,714 New
BCMO
281
Buckingham Capital Management (Ohio)
Ohio
$427K – – –
BL
282
BFSG LLC
California
$416K – – –
BPA
283
Beacon Pointe Advisors
California
$407K +$140K +2,813 +52%
QWM
284
QP Wealth Management
New Jersey
$400K +$9.21K +185 +2%
WSCM
285
Wellington Shields Capital Management
New York
$398K – – –
MAM
286
MMA Asset Management
Pennsylvania
$398K +$398K +8,002 New
CM
287
Columbus Macro
Pennsylvania
$394K -$330K -6,618 -46%
CAN
288
Cetera Advisor Networks
California
$390K -$210K -4,211 -35%
PCH
289
PGIM Custom Harvest
New Jersey
$378K +$378K +7,592 New
SF
290
Synovus Financial
Georgia
$374K +$7.32K +147 +2%
VWM
291
Venturi Wealth Management
Texas
$364K +$364K +7,312 New
IWP
292
Icon Wealth Partners
Texas
$362K – – –
HR
293
Howe & Rusling
New York
$349K +$28.1K +564 +9%
DI
294
Diligent Investors
California
$347K +$50 +1 +0%
FUBT
295
First United Bank & Trust
Maryland
$346K -$288K -5,785 -45%
VIM
296
Vista Investment Management
Pennsylvania
$342K +$50 +1 +0%
BDF
297
Black Diamond Financial
Maryland
$329K -$9.96K -200 -3%
FHA
298
Flagship Harbor Advisors
Massachusetts
$317K +$298K +5,984 +1,542%
BWM
299
Birchcreek Wealth Management
Ohio
$310K +$311K +6,244 New
OFG
300
Omega Financial Group
California
$300K -$86.7K -1,742 -22%
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