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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Parallel Advisors
California
$319K – – –
JWA
302
JFS Wealth Advisors
Pennsylvania
$319K – – –
JFA
303
JNBA Financial Advisors
Minnesota
$317K – – –
HNB
304
Huntington National Bank
Ohio
$314K – – –
MLA
305
My Legacy Advisors
Oregon
$311K -$184K -3,927 -37%
TF
306
Theory Financial
Colorado
$308K +$312K +6,653 New
FWA
307
Freedom Wealth Alliance
Wisconsin
$306K -$4.03K -86 -1%
HFA
308
High Falls Advisors
New York
$304K -$103K -2,195 -25%
BRWA
309
B. Riley Wealth Advisors
Florida
$304K +$42.4K +906 +16%
EWM
310
Evermay Wealth Management
Virginia
$300K – – –
AI
311
Auour Investments
Massachusetts
$296K +$9.79K +209 +3%
SFC
312
Strategic Financial Concepts
Texas
$294K +$56.4K +1,205 +23%
CI
313
CX Institutional
Indiana
$290K -$6.52M -139,299 -96%
PFPT
314
Pinnacle Financial Partners (Tennessee)
Tennessee
$288K – – –
PFA
315
Pettinga Financial Advisors
Indiana
$275K -$85.8K -1,833 -24%
AO
316
Advisor OS
Illinois
$273K +$3.09K +66 +1%
RWP
317
RWA Wealth Partners
Massachusetts
$265K – – –
KDA
318
Kraft Davis & Associates
Missouri
$265K – – –
CIAS
319
CFS Investment Advisory Services
New Jersey
$262K – – –
EFS
320
Essex Financial Services
Connecticut
$257K +$260K +5,552 New
KWM
321
Kingsview Wealth Management
Oregon
$255K -$105K -2,245 -29%
GWP
322
Gateway Wealth Partners
Wisconsin
$255K -$124K -2,656 -32%
VWA
323
Visionary Wealth Advisors
Illinois
$252K +$187 +4 +0.1%
AFM
324
Armstrong Fleming & Moore
District of Columbia
$250K -$241K -5,152 -49%
PFS
325
Prospera Financial Services
Texas
$249K +$253K +5,393 New
11 12
13
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