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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
301
Wealthcare Capital Management
Virginia
$406K -$976K -20,977 -71%
VCM
302
Vivaldi Capital Management
Illinois
$395K -$42.8K -920 -10%
JSA
303
Jacobson & Schmitt Advisors
Wisconsin
$391K – – –
SWP
304
ShoreHaven Wealth Partners
New Jersey
$387K -$38K -816 -9%
MWM
305
MY Wealth Management
Maryland
$382K – – –
JWM
306
JFG Wealth Management
Colorado
$380K -$322K -6,914 -46%
AIM
307
Alhambra Investment Management
Florida
$376K – – –
WSCM
308
Wellington Shields Capital Management
New York
$376K – – –
CRWM
309
Castle Rock Wealth Management
California
$374K -$46.6K -1,000 -11%
CS
310
Comerica Securities
Michigan
$369K +$365K +7,845 New
AWE
311
Avidian Wealth Enterprises
Texas
$367K +$364K +7,820 New
PG
312
Proffitt & Goodson
Tennessee
$366K +$142K +3,054 +64%
CWM
313
Collaborative Wealth Management
Florida
$365K +$361K +7,765 New
JWCA
314
J.W. Cole Advisors
Florida
$364K +$49.7K +1,068 +16%
SP
315
Successful Portfolios
Florida
$363K +$360K +7,735 New
BCWM
316
Bartlett & Co Wealth Management
Ohio
$362K +$317K +6,800 +743%
BC
317
Bartlett & Co
Ohio
$362K +$317K +6,800 +743%
BWP
318
Balboa Wealth Partners
Arizona
$360K +$126K +2,709 +55%
SI
319
Saxon Interests
Texas
$350K -$102K -2,197 -23%
IWA
320
Icon Wealth Advisors
Texas
$342K – – –
MHR
321
Matthew Hamilton Rosenberg
$338K +$305K +6,553 +1,026%
VWM
322
Venturi Wealth Management
Texas
$337K -$6.61K -142 -2%
BL
323
BFSG LLC
California
$336K -$27.9K -600 -8%
ECM
324
Exchange Capital Management
Michigan
$332K – – –
WA
325
Wealthstar Advisors
Texas
$324K – – –
11 12
13
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