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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
326
B. Riley Wealth Management
Tennessee
$264K +$29.5K +594 +12%
MW
327
Marcum Wealth
Ohio
$264K +$52.7K +1,062 +25%
SPA
328
Sentinel Pension Advisors
Massachusetts
$263K -$44.8K -904 -15%
SIM
329
Studio Investment Management
Illinois
$261K +$262K +5,275 New
HI
330
Harbour Investments
Wisconsin
$260K -$50.8K -1,024 -16%
SG
331
StoneX Group
New York
$256K +$496 +10 +0.2%
CA
332
Calton & Associates
Florida
$254K +$297 +6 +0.1%
NL
333
NWAM LLC
Washington
$251K +$252K +5,075 New
FFN
334
Focus Financial Network
Minnesota
$250K +$7.68K +155 +3%
RVPG
335
Relative Value Partners Group
$248K -$204K -4,111 -45%
FUBT
336
First United Bank & Trust
Maryland
$243K -$183K -3,700 -43%
PA
337
PFG Advisors
Arizona
$242K +$243K +4,901 New
TWM
338
Titus Wealth Management
California
$241K – – –
WP
339
WealthShield Partners
North Carolina
$239K -$379K -7,642 -61%
HNW
340
High Note Wealth
Minnesota
$236K -$4.96K -100 -2%
GKWIM
341
Gerber Kawasaki Wealth & Investment Management
California
$230K -$73.4K -1,480 -24%
CAN
342
Cetera Advisor Networks
California
$225K -$191K -3,859 -46%
RWA
343
Ropes Wealth Advisors
Massachusetts
$224K – – –
BW
344
Bison Wealth
Georgia
$223K – – –
SP
345
Successful Portfolios
Florida
$222K +$14.9K +300 +7%
HC
346
Hamilton Capital
Ohio
$219K +$220K +4,443 New
FCA
347
FLC Capital Advisors
California
$217K – – –
PFM
348
Parsec Financial Management
North Carolina
$217K – – –
GWMIA
349
Global Wealth Management Investment Advisory
Florida
$209K +$10K +202 +5%
WA
350
Wealth Alliance
New York
$207K +$208K +4,185 New
12 13
14
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