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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
301
VestGen Advisors
Illinois
$249K +$2.21K +46 +0.9%
CAI
302
Capital Advisors Inc
Oklahoma
$245K – – –
VCM
303
Vivaldi Capital Management
Illinois
$242K – – –
PI
304
Parkside Investments
Illinois
$240K – – –
LW
305
Linscomb Wealth
Texas
$236K – – –
KWM
306
Keebeck Wealth Management
Illinois
$231K -$4.75K -99 -2%
WS
307
Wedbush Securities
California
$230K -$240K -5,000 -51%
KFP
308
Keener Financial Planning
Texas
$228K +$71K +1,479 +45%
PCH
309
PGIM Custom Harvest
New Jersey
$226K -$59.9K -1,249 -21%
GI
310
GLOBALT Investments
Georgia
$225K – – –
CF
311
Clarity Financial
Texas
$224K +$224K +4,665 New
KNW
312
Kesler Norman & Wride
Utah
$223K +$223K +4,650 New
BAWC
313
Boyce & Associates Wealth Consulting
Texas
$223K -$27K -562 -11%
TVM
314
True Vision MN
Minnesota
$216K +$3.65K +76 +2%
MAM
315
Mullooly Asset Management
New Jersey
$215K +$1.92K +40 +0.9%
NWAG
316
Net Worth Advisory Group
Utah
$214K -$111K -2,317 -34%
PWM
317
Peak Wealth Management
New Hampshire
$210K +$210K +4,368 New
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$207K +$207K +4,318 New
HCP
319
Hardin Capital Partners
South Carolina
$206K -$2.98K -62 -1%
JSW
320
Journey Strategic Wealth
New Jersey
$204K -$10.6K -221 -5%
WP
321
WealthShield Partners
North Carolina
$203K – – –
VWM
322
VCI Wealth Management
Missouri
$202K +$202K +4,214 New
KF
323
K2 Financial
California
$200K -$1.15K -24 -0.6%
SAM
324
Smartleaf Asset Management
Massachusetts
$163K -$2.54K -53 -2%
SWM
325
Spire Wealth Management
Virginia
$157K – – –
11 12
13
14 15