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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
301
Disciplined Investments
Oklahoma
$336K -$419K -8,903 -55%
ECM
302
Exchange Capital Management
Michigan
$332K – – –
DB
303
Dravo Bay
Delaware
$329K -$96.2K -2,044 -23%
DI
304
Diligent Investors
California
$327K +$23.6K +501 +8%
PA
305
Parallel Advisors
California
$325K -$482K -10,244 -60%
JWA
306
JFS Wealth Advisors
Pennsylvania
$324K +$278K +5,896 +590%
WA
307
Wealthstar Advisors
Texas
$324K – – –
JFA
308
JNBA Financial Advisors
Minnesota
$323K -$51.7K -1,099 -14%
CFP
309
Cypress Financial Planning
New Jersey
$317K +$88.8K +1,885 +39%
FWA
310
Freedom Wealth Alliance
Wisconsin
$316K -$33K -700 -9%
XF
311
XML Financial
Maryland
$315K – – –
AWS
312
AJ Wealth Strategies
New York
$311K – – –
EWM
313
Evermay Wealth Management
Virginia
$305K – – –
SBH
314
Segall Bryant & Hamill
Illinois
$301K – – –
PA
315
PFG Advisors
Arizona
$298K +$298K +6,334 New
SI
316
Saxon Interests
Texas
$294K -$2.54K -54 -0.9%
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$293K -$265K -5,619 -47%
AI
318
Auour Investments
Massachusetts
$291K +$291K +6,185 New
CA
319
CapWealth Advisors
Tennessee
$289K -$77.7K -1,650 -21%
OPWM
320
Oakwell Private Wealth Management
Texas
$284K +$26.6K +565 +10%
DWM
321
Dakota Wealth Management
Florida
$283K +$33K +700 +13%
AWM
322
Avior Wealth Management
Nebraska
$282K -$267K -5,680 -49%
AO
323
Advisor OS
Illinois
$275K -$1.85M -39,314 -87%
QPWM
324
Quadrant Private Wealth Management
Pennsylvania
$274K +$274K +5,829 New
FIB
325
First Interstate Bank
Montana
$273K – – –
11 12
13
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