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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
276
LWS Wealth Advisors
New Jersey
$448K +$90K +1,908 +24%
SI
277
Saxon Interests
Texas
$444K -$75.2K -1,593 -14%
ONSWM
278
Old North State Wealth Management
North Carolina
$438K +$755 +16 +0.2%
VCM
279
Vivaldi Capital Management
Illinois
$428K – – –
CA
280
CapWealth Advisors
Tennessee
$427K -$107K -2,264 -20%
CCA
281
Clearwater Capital Advisors
Illinois
$426K – – –
SWP
282
ShoreHaven Wealth Partners
New Jersey
$417K +$427K +9,053 New
CRWM
283
Castle Rock Wealth Management
California
$409K – – –
PO
284
Private Ocean
California
$409K +$142 +3 +0%
CA
285
Claro Advisors
Massachusetts
$402K – – –
LA
286
Latitude Advisors
Florida
$396K +$348K +7,378 +611%
HIC
287
Hartline Investment Corp
Illinois
$396K +$405K +8,585 New
BWM
288
BCS Wealth Management
Tennessee
$393K +$402K +8,524 New
JSA
289
Jacobson & Schmitt Advisors
Wisconsin
$391K +$400K +8,483 New
TC
290
Telemus Capital
Michigan
$390K -$6.42K -136 -2%
JFA
291
JNBA Financial Advisors
Minnesota
$389K +$142K +3,012 +55%
WA
292
Waddell & Associates
Tennessee
$377K -$49.2K -1,042 -11%
ASN
293
Advisory Services Network
Georgia
$376K -$78.5K -1,663 -17%
MWM
294
MY Wealth Management
Maryland
$375K -$4.9M -103,838 -93%
CA
295
Crewe Advisors
Utah
$373K – – –
TCA
296
Transcend Capital Advisors
New Jersey
$371K +$379K +8,043 New
AIM
297
Alhambra Investment Management
Florida
$369K – – –
WSCM
298
Wellington Shields Capital Management
New York
$369K – – –
CL
299
CPWM LLC
Washington
$361K -$113K -2,385 -23%
BL
300
BFSG LLC
California
$357K +$708 +15 +0.2%
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