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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IFG Advisors
Missouri
$359K +$359K +7,235 New
WA
302
Wealthstar Advisors
Texas
$355K +$356K +7,168 New
SDWMA
303
Schneider Downs Wealth Management Advisors
Pennsylvania
$347K – – –
DI
304
Diligent Investors
California
$345K +$50 +1 +0%
BWM
305
BCS Wealth Management
Tennessee
$343K -$34.9K -703 -9%
DA
306
Detalus Advisors
Missouri
$337K -$407K -8,200 -55%
HNB
307
Huntington National Bank
Ohio
$336K +$333K +6,709 New
PFG
308
PAX Financial Group
Texas
$331K +$115K +2,321 +53%
CWA
309
Clearview Wealth Advisors
Oregon
$317K -$96.7K -1,950 -23%
BDF
310
Black Diamond Financial
Maryland
$314K – – –
HI
311
Harbour Investments
Wisconsin
$311K -$11.6K -233 -4%
SPA
312
Sentinel Pension Advisors
Massachusetts
$309K +$309K +6,230 New
AA
313
Ancora Advisors
Ohio
$306K -$124K -2,500 -29%
GKWIM
314
Gerber Kawasaki Wealth & Investment Management
California
$305K +$305K +6,155 New
CWM
315
Curi Wealth Management
North Carolina
$303K -$1.39K -28 -0.5%
OWA
316
Octavia Wealth Advisors
Ohio
$300K +$39.7K +800 +15%
CS
317
Comerica Securities
Michigan
$298K +$34.9K +703 +13%
CBT
318
Central Bank & Trust
Kentucky
$297K – – –
VWA
319
V Wealth Advisors
Kansas
$290K +$291K +5,865 New
AA
320
Alesco Advisors
New York
$289K +$2.63K +53 +0.9%
BOTW
321
Bank of the West
California
$288K +$288K +5,815 New
ECM
322
Evergreen Capital Management
Washington
$286K – – –
SCA
323
Snowden Capital Advisors
New York
$285K +$285K +5,743 New
CA
324
Clearstead Advisors
Ohio
$268K +$546 +11 +0.2%
SFA
325
Sequoia Financial Advisors
Ohio
$265K – – –
11 12
13
14 15