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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
326
Private Capital Group
Connecticut
$96K – – –
WT
327
Whittier Trust
California
$86K -$49.6K -1,011 -37%
TFS
328
TrustCore Financial Services
Tennessee
$79K – – –
FCM
329
Firestone Capital Management
Florida
$78K +$77.5K +1,580 New
ACM
330
Allred Capital Management
Texas
$74.8K +$74.7K +1,523 New
GRP
331
Global Retirement Partners
California
$74K – – –
BCWM
332
Bartlett & Co Wealth Management
Ohio
$71.7K – – –
DAM
333
Delta Asset Management
Tennessee
$70K – – –
NG
334
NWK Group
California
$68K +$67.7K +1,381 New
BCM
335
Blume Capital Management
California
$66K – – –
TWA
336
TCI Wealth Advisors
Arizona
$65K – – –
TCM
337
TD Capital Management
Tennessee
$65K – – –
NFG
338
Next Financial Group
Texas
$64K +$343 +7 +0.5%
ASN
339
Advisory Services Network
Georgia
$64K +$25.3K +515 +65%
EI
340
Ellevest Inc
New York
$59K +$58.3K +1,189 +23,780%
FANJ
341
Financial Architects (New Jersey)
New Jersey
$58K – – –
QCG
342
Quadrant Capital Group
Ohio
$55K +$55.5K +1,131 New
CA
343
Crewe Advisors
Utah
$51K – – –
BCA
344
Berman Capital Advisors
Georgia
$50K – – –
CFGS
345
Concourse Financial Group Securities
Alabama
$46K – – –
PO
346
Private Ocean
California
$45K +$196 +4 +0.4%
TFA
347
Transamerica Financial Advisors
Florida
$44K +$49 +1 +0.1%
AIP
348
Ameritas Investment Partners
Nebraska
$44K +$245 +5 +0.6%
BA
349
Ballast Advisors
Minnesota
$41K +$40.5K +825 New
VCP
350
Verus Capital Partners
Arizona
$41K +$40.5K +825 New
12 13
14
15 16