We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
276
Glenview Trust
Kentucky
$556K – – –
LWP
277
Lumature Wealth Partners
Georgia
$549K -$218K -4,652 -29%
CA
278
CapWealth Advisors
Tennessee
$545K +$541K +11,524 New
SI
279
Saxon Interests
Texas
$529K -$64.1K -1,366 -11%
SCA
280
Snowden Capital Advisors
New York
$507K -$24.6K -524 -5%
IA
281
IFG Advisors
Missouri
$502K +$109K +2,326 +28%
RPA
282
Rock Point Advisors
Vermont
$499K – – –
TW
283
TrinityPoint Wealth
Connecticut
$494K -$406K -8,636 -45%
NGA
284
Naples Global Advisors
Florida
$489K -$7.04K -150 -1%
AWA
285
Arete Wealth Advisors
Illinois
$487K -$517 -11 -0.1%
CL
286
CPWM LLC
Washington
$482K -$90.9K -1,935 -16%
CIAS
287
CFS Investment Advisory Services
New Jersey
$479K +$476K +10,143 New
WPC
288
Wedmont Private Capital
Pennsylvania
$478K – – –
EA
289
Eclectic Associates
California
$474K – – –
LBC
290
Lowe Brockenbrough & Co
Virginia
$473K -$93.9K -2,000 -17%
GIA
291
Gladstone Institutional Advisory
Florida
$472K +$82.3K +1,753 +21%
ASN
292
Advisory Services Network
Georgia
$465K +$14.8K +316 +3%
CIP
293
Capital Insight Partners
Arizona
$463K – – –
WP
294
WealthShield Partners
North Carolina
$461K -$28.2K -600 -6%
BF
295
BOK Financial
Oklahoma
$461K +$457K +9,735 New
RWM
296
Rockwood Wealth Management
Pennsylvania
$459K -$308K -6,567 -40%
TWM
297
Titus Wealth Management
California
$457K +$225K +4,800 +99%
ONSWM
298
Old North State Wealth Management
North Carolina
$448K +$657 +14 +0.1%
OWA
299
One Wealth Advisors
California
$445K +$443K +9,424 New
BRWM
300
B. Riley Wealth Management
Tennessee
$438K +$105K +2,230 +32%
10 11
12
13 14