We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
301
Evensky & Katz
Florida
$114K +$7.95K +162 +7%
TA
302
Thor Advisors
New York
$107K +$107K +2,188 New
BAM
303
Belpointe Asset Management
Nevada
$106K +$106K +2,154 New
SWP
304
Strategic Wealth Partners
Ohio
$96.9K +$101K +2,051 +7%
PCG
305
Private Capital Group
Connecticut
$96K – – –
AIC
306
Ameritas Investment Company
Nebraska
$88K +$87.9K +1,791 New
TFS
307
TrustCore Financial Services
Tennessee
$78K -$201K -4,100 -72%
CPA
308
Clear Perspective Advisors
Illinois
$73K – – –
GRP
309
Global Retirement Partners
California
$73K – – –
BC
310
Bartlett & Co
Ohio
$72K -$87.7K -1,787 -55%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$71.5K -$87.7K -1,787 -55%
DAM
312
Delta Asset Management
Tennessee
$70K – – –
BCM
313
Blume Capital Management
California
$66K – – –
TWA
314
TCI Wealth Advisors
Arizona
$65K – – –
TCM
315
TD Capital Management
Tennessee
$65K – – –
NFG
316
Next Financial Group
Texas
$64K +$8.15K +166 +15%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$58K – – –
BHWM
318
Bay Harbor Wealth Management
Maryland
$58K +$58.6K +1,193 New
CA
319
Crewe Advisors
Utah
$51K -$51.2K -1,042 -50%
BCA
320
Berman Capital Advisors
Georgia
$50K – – –
CFGS
321
Concourse Financial Group Securities
Alabama
$46K – – –
TFA
322
Transamerica Financial Advisors
Florida
$44K -$2.77M -56,344 -98%
AIP
323
Ameritas Investment Partners
Nebraska
$44K – – –
PO
324
Private Ocean
California
$44K +$196 +4 +0.4%
US Bancorp
325
US Bancorp
Minnesota
$43K +$2.65K +54 +7%