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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
301
Laidlaw Wealth Management
New York
$354K -$3.17K -64 -0.9%
DI
302
Diligent Investors
California
$345K – – –
CWM
303
Curi Wealth Management
North Carolina
$343K +$40.6K +818 +13%
BWM
304
BCS Wealth Management
Tennessee
$342K – – –
OWA
305
Octavia Wealth Advisors
Ohio
$342K +$43K +867 +14%
IA
306
IFG Advisors
Missouri
$341K -$16.2K -327 -5%
DA
307
Detalus Advisors
Missouri
$336K – – –
HNB
308
Huntington National Bank
Ohio
$331K – – –
HFA
309
High Falls Advisors
New York
$318K +$319K +6,429 New
CWA
310
Clearview Wealth Advisors
Oregon
$316K – – –
BWM
311
Birchcreek Wealth Management
Ohio
$313K -$62.2K -1,255 -17%
MCM
312
Monarch Capital Management
Indiana
$310K +$312K +6,283 New
AA
313
Ancora Advisors
Ohio
$305K – – –
CBT
314
Central Bank & Trust
Kentucky
$296K – – –
AFC
315
AFT Forsyth & Company
Florida
$295K -$136K -2,742 -31%
PO
316
Private Ocean
California
$294K +$151K +3,052 +105%
AA
317
Alesco Advisors
New York
$288K – – –
BOTW
318
Bank of the West
California
$287K – – –
BDF
319
Black Diamond Financial
Maryland
$286K -$27.8K -560 -9%
ECM
320
Evergreen Capital Management
Washington
$285K +$50 +1 +0%
KPWS
321
Kestra Private Wealth Services
Texas
$284K +$285K +5,748 New
SCA
322
Snowden Capital Advisors
New York
$273K -$10.4K -209 -4%
VCM
323
Versant Capital Management
Arizona
$272K +$61.3K +1,236 +29%
CA
324
Clearstead Advisors
Ohio
$268K +$496 +10 +0.2%
BF
325
BOK Financial
Oklahoma
$267K +$268K +5,404 New
11 12
13
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