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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
276
First United Bank & Trust
Maryland
$455K +$112K +2,250 +32%
CRWM
277
Castle Rock Wealth Management
California
$440K – – –
ECM
278
Exchange Capital Management
Michigan
$439K – – –
SW
279
SVB Wealth
Massachusetts
$435K -$1.38M -27,700 -76%
BWM
280
Birchcreek Wealth Management
Ohio
$435K +$125K +2,526 +40%
AFC
281
AFT Forsyth & Company
Florida
$432K – – –
OC
282
Oppenheimer & Co
New York
$432K – – –
AA
283
Ancora Advisors
Ohio
$430K -$19.9K -401 -4%
WP
284
WealthShield Partners
North Carolina
$429K -$238K -4,786 -36%
FFN
285
Focus Financial Network
Minnesota
$425K +$426K +8,583 New
CWA
286
Clearview Wealth Advisors
Oregon
$414K -$385K -7,754 -48%
BL
287
BFSG LLC
California
$414K – – –
WSCM
288
Wellington Shields Capital Management
New York
$396K – – –
PFA
289
Paradigm Financial Advisors
Missouri
$395K +$396K +7,975 New
PAS
290
Park Avenue Securities
New York
$379K +$379K +7,638 New
BWM
291
BCS Wealth Management
Tennessee
$378K -$59.9K -1,206 -14%
EWM
292
Elmwood Wealth Management
California
$373K +$374K +7,525 New
OFG
293
Omega Financial Group
California
$366K +$67.7K +1,363 +23%
IP
294
Investment Partners
Ohio
$363K +$107K +2,153 +42%
CAN
295
Cetera Advisor Networks
California
$362K -$26K -523 -7%
VWM
296
Venturi Wealth Management
Texas
$362K – – –
CSIC
297
Clifford Swan Investment Counsel
California
$362K +$363K +7,302 New
TCA
298
Transcend Capital Advisors
New Jersey
$362K +$364K +7,321 New
SMG
299
Smart Money Group
Texas
$361K -$202K -4,074 -36%
IWP
300
Icon Wealth Partners
Texas
$360K – – –
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