We are live on ! Find out more
SHM icon

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Vivaldi Capital Management
Illinois
$437K -$23.5K -500 -5%
CCA
302
Clearwater Capital Advisors
Illinois
$437K +$434K +9,250 New
WA
303
Waddell & Associates
Tennessee
$436K – – –
OFG
304
Omega Financial Group
California
$428K -$273K -5,812 -39%
CS
305
Comerica Securities
Michigan
$426K -$29.9K -636 -7%
PO
306
Private Ocean
California
$419K -$2.87K -61 -0.7%
CRWM
307
Castle Rock Wealth Management
California
$419K – – –
LA
308
Latitude Advisors
Florida
$417K +$56.7K +1,207 New
JFGLC
309
Johnson Financial Group LLC (Colorado)
Colorado
$415K +$413K +8,795 New
LSPW
310
Lake Street Private Wealth
Illinois
$414K +$412K +8,766 New
CA
311
CGN Advisors
Kansas
$413K +$411K +8,743 New
SWM
312
Spire Wealth Management
Virginia
$407K -$166K -3,541 -29%
TC
313
Telemus Capital
Michigan
$406K +$404K +8,600 New
KFS
314
Kelly Financial Services
Massachusetts
$405K +$403K +8,576 New
CA
315
Claro Advisors
Massachusetts
$402K +$399K +8,500 New
HCM
316
Hengehold Capital Management
Ohio
$390K – – –
PA
317
Procyon Advisors
Connecticut
$386K -$145K -3,081 -27%
CA
318
Crewe Advisors
Utah
$382K +$148K +3,150 +64%
ECM
319
Exchange Capital Management
Michigan
$380K – – –
AIM
320
Alhambra Investment Management
Florida
$378K – – –
WSCM
321
Wellington Shields Capital Management
New York
$378K – – –
FWP
322
FAS Wealth Partners
Kansas
$373K -$804K -17,121 -68%
UB
323
UMB Bank
Missouri
$373K – – –
LWA
324
LWS Wealth Advisors
New Jersey
$370K +$367K +7,819 New
BL
325
BFSG LLC
California
$366K – – –
11 12
13
14 15