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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
276
Old North State Wealth Management
North Carolina
$453K +$756 +16 +0.2%
VCM
277
Versant Capital Management
Arizona
$450K +$19.6K +416 +5%
BW
278
BIP Wealth
Georgia
$441K +$438K +9,266 New
BFEC
279
Benjamin F. Edwards & Company
Missouri
$440K -$3.35M -70,870 -88%
PSCM
280
Per Stirling Capital Management
Texas
$435K – – –
MFG
281
Merit Financial Group
Georgia
$432K -$25.8K -546 -6%
DB
282
Dravo Bay
Delaware
$429K -$245K -5,183 -36%
DWT
283
Dorsey & Whitney Trust
South Dakota
$420K -$127K -2,690 -23%
CCM
284
Colorado Capital Management
Colorado
$418K -$7.22K -153 -2%
GWP
285
Gateway Wealth Partners
Wisconsin
$411K -$87.7K -1,856 -18%
JWCA
286
J.W. Cole Advisors
Florida
$409K +$40.5K +858 +11%
BAM
287
Baldrige Asset Management
Pennsylvania
$400K -$121K -2,553 -23%
SF
288
Synovus Financial
Georgia
$387K -$25.6K -543 -6%
MWM
289
MY Wealth Management
Maryland
$387K – – –
AIM
290
Alhambra Investment Management
Florida
$380K – – –
WSCM
291
Wellington Shields Capital Management
New York
$380K – – –
JFA
292
JNBA Financial Advisors
Minnesota
$379K -$42.8K -907 -10%
CIM
293
Confluence Investment Management
Missouri
$376K -$5.83M -123,458 -94%
JWM
294
JFG Wealth Management
Colorado
$372K -$11.7K -248 -3%
SWM
295
Spire Wealth Management
Virginia
$372K +$355K +7,520 +2,515%
CRWM
296
Castle Rock Wealth Management
California
$371K – – –
CA
297
CapWealth Advisors
Tennessee
$371K -$57.5K -1,218 -14%
KWM
298
Kingsview Wealth Management
Oregon
$369K -$87.7K -1,857 -19%
CWM
299
Collaborative Wealth Management
Florida
$368K -$1.23K -26 -0.3%
SP
300
Successful Portfolios
Florida
$368K – – –
10 11
12
13 14