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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
276
Bailard
California
$338K +$335K +7,018 New
RPA
277
Rock Point Advisors
Vermont
$337K -$71.6K -1,500 -18%
DI
278
Diligent Investors
California
$335K +$95 +2 +0%
JWA
279
JFS Wealth Advisors
Pennsylvania
$332K – – –
TPWA
280
TRUE Private Wealth Advisors
Oregon
$328K -$113K -2,371 -26%
PA
281
Parallel Advisors
California
$327K +$5.63K +118 +2%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$320K -$518K -10,857 -62%
AAP
283
Arax Advisory Partners
Colorado
$319K +$5.58K +117 +2%
FHA
284
First Horizon Advisors
Tennessee
$317K – – –
NWAG
285
Net Worth Advisory Group
Utah
$316K +$314K +6,569 New
MHR
286
Matthew Hamilton Rosenberg
$315K – – –
VWM
287
Venturi Wealth Management
Texas
$315K – – –
CRWM
288
Castle Rock Wealth Management
California
$307K – – –
NLP
289
Next Level Private
New York
$306K – – –
AWS
290
Atria Wealth Solutions
New York
$302K +$812 +17 +0.3%
PFPT
291
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
IF
292
Intrua Financial
Texas
$299K -$48 -1 -0%
SC
293
Savant Capital
Illinois
$298K -$138K -2,888 -32%
KFGK
294
Keystone Financial Group (Kentucky)
Kentucky
$296K +$293K +6,141 New
EWA
295
ERTS Wealth Advisors
Michigan
$290K – – –
HIMC
296
Heritage Investors Management Corp
Maryland
$289K – – –
WSCM
297
Wellington Shields Capital Management
New York
$285K -$98.9K -2,071 -26%
MNA
298
Manning & Napier Advisors
New York
$282K – – –
BW
299
Bison Wealth
Georgia
$279K -$153K -3,213 -36%
CNC
300
Citizens & Northern Corp
Pennsylvania
$276K – – –
10 11
12
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