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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
326
Stralem & Co
New York
$124K – – –
BWM
327
Baystate Wealth Management
Massachusetts
$121K +$120K +2,421 New
GWM
328
Geneos Wealth Management
Colorado
$108K – – –
TFS
329
TrustCore Financial Services
Tennessee
$105K +$24.7K +500 +31%
DSC
330
Duncker Streett & Co
Missouri
$100K – – –
PCG
331
Private Capital Group
Connecticut
$98K – – –
CFD
332
Creative Financial Designs
Indiana
$98K +$97.4K +1,972 New
DCM
333
Davis Capital Management
Florida
$89K +$27.4K +555 +45%
VCM
334
Versant Capital Management
Arizona
$84K +$19.3K +390 +30%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$2.22K +45 +3%
BAMG
336
Brand Asset Management Group
Missouri
$79K -$99 -2 -0.1%
GRP
337
Global Retirement Partners
California
$75K – – –
HWA
338
HHM Wealth Advisors
Tennessee
$74K – – –
BC
339
Bartlett & Co
Ohio
$73K -$48.2K -975 -40%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$72.8K -$48.2K -975 -40%
NG
341
NWK Group
California
$69K – – –
CFGS
342
Concourse Financial Group Securities
Alabama
$67K -$29.3K -593 -31%
BCM
343
Blume Capital Management
California
$67K – – –
TCM
344
TD Capital Management
Tennessee
$66K – – –
DAM
345
Delta Asset Management
Tennessee
$62K – – –
AIP
346
Ameritas Investment Partners
Nebraska
$62K +$11.4K +230 +22%
FANJ
347
Financial Architects (New Jersey)
New Jersey
$59K – – –
QCG
348
Quadrant Capital Group
Ohio
$56K – – –
JWA
349
JFS Wealth Advisors
Pennsylvania
$50K – – –
CB
350
Community Bank
New York
$50K +$49.4K +1,000 New
12 13
14
15 16