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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
326
WealthShield Partners
North Carolina
$193K – – –
FHA
327
First Horizon Advisors
Tennessee
$188K -$9.39K -188 -5%
WT
328
Whittier Trust
California
$158K – – –
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K – – –
BFEC
330
Benjamin F. Edwards & Company
Missouri
$146K +$146K +2,920 New
1IA
331
1834 Investment Advisors
Wisconsin
$145K – – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$143K -$41K -820 -22%
VCM
333
Versant Capital Management
Arizona
$129K +$45.5K +912 +54%
BWM
334
Baystate Wealth Management
Massachusetts
$121K +$400 +8 +0.3%
PO
335
Private Ocean
California
$106K +$60.5K +1,212 +134%
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$106K +$106K +2,127 New
SPIA
337
Steward Partners Investment Advisory
New York
$105K -$59.8K -1,197 -36%
MIFH
338
Migdal Insurance & Financial Holdings
Israel
$105K -$25K -500 -19%
TFS
339
TrustCore Financial Services
Tennessee
$105K – – –
DSC
340
Duncker Streett & Co
Missouri
$100K – – –
PCG
341
Private Capital Group
Connecticut
$98K – – –
AIP
342
Ameritas Investment Partners
Nebraska
$92K +$30K +601 +48%
PFGIA
343
Patriot Financial Group Insurance Agency
Massachusetts
$79K -$2.95K -59 -4%
GWM
344
Geneos Wealth Management
Colorado
$78K -$30.8K -617 -28%
GRP
345
Global Retirement Partners
California
$75K – – –
HWA
346
HHM Wealth Advisors
Tennessee
$74K – – –
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$72K +$72.4K +1,450 New
BC
348
Bartlett & Co
Ohio
$70K -$3K -60 -4%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$69.8K -$3K -60 -4%
NG
350
NWK Group
California
$69K – – –
12 13
14
15 16