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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
FRA
302
Front Row Advisors
California
$20K -$30.4K -637 -60%
ME
303
McIlrath & Eck
Washington
$20K – – –
WF
304
WealthTrust Fairport
Ohio
$19K – – –
AW
305
Alpha Windward
Massachusetts
$18K +$17.7K +370 New
AF
306
Advisornet Financial
Minnesota
$17K +$6.93K +145 +73%
RFWA
307
RPg Family Wealth Advisory
Massachusetts
$16.8K – – –
AOWM
308
Alpha Omega Wealth Management
Virginia
$15K – – –
CWA
309
Clarus Wealth Advisors
Arizona
$12K +$11.9K +250 New
FHA
310
Flagship Harbor Advisors
Massachusetts
$11K +$11.8K +246 New
MA
311
MUFG Americas
New York
$10K – – –
GCM
312
Gables Capital Management
Florida
$8K +$7.93K +166 New
FGAM
313
Financial Gravity Asset Management
Texas
$7K – – –
STA
314
Summit Trail Advisors
New York
$7K +$6.45K +135 New
ACS
315
Archford Capital Strategies
Illinois
$6K -$33K -690 -85%
BWM
316
Baystate Wealth Management
Massachusetts
$6K – – –
RWA
317
River Wealth Advisors
Pennsylvania
$6K +$5.64K +118 New
AA
318
Advisory Alpha
Michigan
$5K – – –
CHP
319
Cable Hill Partners
Oregon
$5K – – –
BCA
320
Bay Colony Advisors
Massachusetts
$5K +$4.73K +99 New
GEA
321
Glen Eagle Advisors
New Jersey
$4.66K – – –
WB
322
Webster Bank
Connecticut
$4K – – –
MFT
323
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CSIA
324
Charles Schwab Investment Advisory
California
– -$49.1M -1,026,590 Closed
FIM
325
Freedom Investment Management
Connecticut
– -$7.86M -164,320 Closed
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13
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