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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
326
Wealthstar Advisors
Texas
$324K – – –
EWA
327
EverSource Wealth Advisors
Alabama
$322K -$371K -7,962 -54%
MA
328
McBroom & Associates
Nevada
$321K +$102K +2,200 +48%
T
329
TCWP
Ohio
$321K +$57.6K +1,238 +22%
LA
330
Latitude Advisors
Florida
$316K -$86.4K -1,856 -22%
LPAM
331
Lodestar Private Asset Management
California
$316K +$313K +6,729 New
XF
332
XML Financial
Maryland
$315K +$312K +6,699 New
LWA
333
LWS Wealth Advisors
New Jersey
$308K -$147K -3,163 -33%
DI
334
Diligent Investors
California
$303K +$47 +1 +0%
SBH
335
Segall Bryant & Hamill
Illinois
$302K – – –
MCM
336
Monarch Capital Management
Indiana
$295K – – –
RAG
337
RIA Advisory Group
Iowa
$293K +$290K +6,226 New
NGA
338
Naples Global Advisors
Florida
$292K -$64K -1,375 -18%
BRWA
339
B. Riley Wealth Advisors
Florida
$291K +$24.4K +525 +9%
GIA
340
Gladstone Institutional Advisory
Florida
$289K +$233 +5 +0.1%
CIAS
341
CFS Investment Advisory Services
New Jersey
$287K -$14.2M -304,924 -98%
OPWM
342
Oakwell Private Wealth Management
Texas
$287K +$8.33K +179 +3%
AFC
343
AFT Forsyth & Company
Florida
$281K – – –
OC
344
Oarsman Capital
Wisconsin
$279K -$762K -16,360 -73%
FUBT
345
First United Bank & Trust
Maryland
$278K -$46.6K -1,000 -14%
TCA
346
Transcend Capital Advisors
New Jersey
$277K -$100K -2,154 -27%
NL
347
NWAM LLC
Washington
$275K -$39.8K -856 -13%
SCA
348
Snowden Capital Advisors
New York
$273K -$215K -4,627 -44%
RWP
349
RWA Wealth Partners
Massachusetts
$272K -$688K -14,780 -72%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$272K +$745 +16 +0.3%
12 13
14
15 16