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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Calton & Associates
Florida
$229K -$3.66K -74 -2%
WEC
302
Winslow Evans & Crocker
Massachusetts
$228K -$49 -1 -0%
FHC
303
First Heartland Consultants
Missouri
$226K -$92.7K -1,877 -29%
BW
304
Bison Wealth
Georgia
$225K – – –
FCA
305
FLC Capital Advisors
California
$219K – – –
SG
306
StoneX Group
New York
$219K +$445 +9 +0.2%
AFP
307
Ausdal Financial Partners
Iowa
$218K +$247 +5 +0.1%
WTC
308
WhitTier Trust Company
Nevada
$213K -$32K -647 -13%
TIM
309
Tortoise Investment Management
New York
$211K – – –
BCM
310
Brookstone Capital Management
Illinois
$211K +$247 +5 +0.1%
SAM
311
SignalPoint Asset Management
Missouri
$206K – – –
BWM
312
BT Wealth Management
Georgia
$205K – – –
CG
313
Colony Group
Massachusetts
$202K +$200K +4,052 New
FHA
314
First Horizon Advisors
Tennessee
$197K -$66.4K -1,343 -25%
WP
315
WealthShield Partners
North Carolina
$193K – – –
PFBT
316
Parkside Financial Bank & Trust
Missouri
$184K -$4.74K -96 -3%
SPIA
317
Steward Partners Investment Advisory
New York
$165K -$84.3K -1,707 -34%
WT
318
Whittier Trust
California
$158K – – –
FM
319
Family Management
New York
$156K – – –
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K – – –
EK
321
Evensky & Katz
Florida
$145K -$351K -7,095 -71%
1IA
322
1834 Investment Advisors
Wisconsin
$145K – – –
SF
323
Synovus Financial
Georgia
$144K -$112K -2,262 -44%
MIFH
324
Migdal Insurance & Financial Holdings
Israel
$130K +$128K +2,600 New
AA
325
AlphaMark Advisors
Kentucky
$124K – – –
11 12
13
14 15