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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
326
Visionary Wealth Advisors
Illinois
$259K +$191 +4 +0.1%
FAT
327
First American Trust
California
$255K +$256K +5,383 New
VCM
328
Vivaldi Capital Management
Illinois
$255K – – –
HCM
329
Hengehold Capital Management
Ohio
$251K – – –
GIM
330
Goelzer Investment Management
Indiana
$244K +$245K +5,152 New
CAI
331
Capital Advisors Inc
Oklahoma
$242K +$243K +5,105 New
ATI
332
ARK & TLK Investments
Oklahoma
$240K – – –
AI
333
Auour Investments
Massachusetts
$237K -$11.5K -241 -5%
SWM
334
Spire Wealth Management
Virginia
$235K -$762 -16 -0.3%
BBWP
335
Beacon Bridge Wealth Partners
Pennsylvania
$231K – – –
SVWG
336
Shared Vision Wealth Group
United States
$229K -$1K -21 -0.4%
M
337
MYeCFO
California
$228K +$23.8K +500 +12%
EFS
338
Essex Financial Services
Connecticut
$227K -$51.9K -1,090 -19%
ANTB
339
AMG National Trust Bank
Colorado
$226K -$31.7K -666 -12%
SL
340
Sentinus LLC
Illinois
$225K +$226K +4,741 New
GI
341
GLOBALT Investments
Georgia
$222K – – –
KWM
342
Kingsview Wealth Management
Oregon
$222K – – –
DAS
343
Diversify Advisory Services
Utah
$220K +$222K +4,658 New
JFG
344
Jefferies Financial Group
New York
$218K -$589K -12,370 -73%
OWA
345
Octavia Wealth Advisors
Ohio
$211K – – –
OFS
346
OneAscent Financial Services
Alabama
$211K -$35.8K -752 -14%
TVM
347
True Vision MN
Minnesota
$210K +$476 +10 +0.2%
TCA
348
Transcend Capital Advisors
New Jersey
$209K -$1.19K -25 -0.6%
IC
349
IEQ Capital
California
$209K +$210K +4,411 New
AWM
350
Axxcess Wealth Management
California
$209K -$225K -4,726 -52%
12 13
14
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