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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
Waddell & Associates
Tennessee
$436K – – –
OFG
302
Omega Financial Group
California
$428K -$273K -5,812 -39%
CS
303
Comerica Securities
Michigan
$426K -$29.9K -636 -7%
PO
304
Private Ocean
California
$419K -$2.87K -61 -0.7%
CRWM
305
Castle Rock Wealth Management
California
$419K – – –
LA
306
Latitude Advisors
Florida
$417K +$56.7K +1,207 New
JFGLC
307
Johnson Financial Group LLC (Colorado)
Colorado
$415K +$413K +8,795 New
LSPW
308
Lake Street Private Wealth
Illinois
$414K +$412K +8,766 New
CA
309
CGN Advisors
Kansas
$413K +$411K +8,743 New
SWM
310
Spire Wealth Management
Virginia
$407K -$166K -3,541 -29%
TC
311
Telemus Capital
Michigan
$406K +$404K +8,600 New
KFS
312
Kelly Financial Services
Massachusetts
$405K +$403K +8,576 New
CA
313
Claro Advisors
Massachusetts
$402K +$399K +8,500 New
HCM
314
Hengehold Capital Management
Ohio
$390K – – –
PA
315
Procyon Advisors
Connecticut
$386K -$145K -3,081 -27%
CA
316
Crewe Advisors
Utah
$382K +$148K +3,150 +64%
ECM
317
Exchange Capital Management
Michigan
$380K – – –
AIM
318
Alhambra Investment Management
Florida
$378K – – –
WSCM
319
Wellington Shields Capital Management
New York
$378K – – –
FWP
320
FAS Wealth Partners
Kansas
$373K -$804K -17,121 -68%
UB
321
UMB Bank
Missouri
$373K – – –
LWA
322
LWS Wealth Advisors
New Jersey
$370K +$367K +7,819 New
BL
323
BFSG LLC
California
$366K – – –
IP
324
Investment Partners
Ohio
$354K -$39.1K -832 -10%
SF
325
Synovus Financial
Georgia
$348K -$90.4K -1,925 -21%
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