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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
301
Marshall Financial Group (Maryland)
Maryland
$253K – – –
TWM
302
Topsail Wealth Management
North Carolina
$251K – – –
VA
303
VestGen Advisors
Illinois
$250K +$2.22K +46 +0.9%
KFS
304
Krane Financial Solutions
California
$250K +$251K +5,218 New
TVAMP
305
Tennessee Valley Asset Management Partners
Tennessee
$247K -$121K -2,509 -33%
CAI
306
Capital Advisors Inc
Oklahoma
$244K – – –
SWP
307
Stratos Wealth Partners
Ohio
$237K -$21.1K -438 -8%
ACA
308
Aptus Capital Advisors
Alabama
$236K -$50.3K -1,043 -17%
LW
309
Linscomb Wealth
Texas
$235K – – –
GWMIA
310
Global Wealth Management Investment Advisory
Florida
$233K +$27K +560 +13%
KWM
311
Keebeck Wealth Management
Illinois
$231K – – –
NWAG
312
Net Worth Advisory Group
Utah
$230K +$16.1K +334 +7%
GI
313
GLOBALT Investments
Georgia
$224K – – –
BAWC
314
Boyce & Associates Wealth Consulting
Texas
$224K +$1.59K +33 +0.7%
KNW
315
Kesler Norman & Wride
Utah
$222K – – –
SG
316
StoneX Group
New York
$221K +$223K +4,624 New
SWM
317
SigFig Wealth Management
California
$221K +$222K +4,611 New
CF
318
Clarity Financial
Texas
$216K -$6.75K -140 -3%
PWM
319
Peak Wealth Management
New Hampshire
$215K +$6.41K +133 +3%
MAM
320
Mullooly Asset Management
New Jersey
$215K +$964 +20 +0.4%
OWA
321
Octavia Wealth Advisors
Ohio
$213K -$127K -2,642 -37%
TVM
322
True Vision MN
Minnesota
$209K -$5.83K -121 -3%
HCP
323
Hardin Capital Partners
South Carolina
$204K -$1.59K -33 -0.8%
JSW
324
Journey Strategic Wealth
New Jersey
$203K – – –
WP
325
WealthShield Partners
North Carolina
$202K – – –
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