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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
351
Global Wealth Management Investment Advisory
Florida
$106K – – –
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$105K – – –
SPIA
353
Steward Partners Investment Advisory
New York
$105K – – –
TFS
354
TrustCore Financial Services
Tennessee
$105K – – –
FPW
355
Flagship Private Wealth
Massachusetts
$104K +$104K +2,093 New
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$20K +402 +25%
PCG
357
Private Capital Group
Connecticut
$98K – – –
MCC
358
Money Concepts Capital
Florida
$98K +$98.3K +1,975 New
AIP
359
Ameritas Investment Partners
Nebraska
$92K +$50 +1 +0.1%
TIAM2
360
Tru Independence Asset Management 2
Oregon
$89K +$89.4K +1,795 New
CFD
361
Creative Financial Designs
Indiana
$83K +$72.1K +1,448 +690%
GWM
362
Geneos Wealth Management
Colorado
$77K +$863K +17,333 +1,105%
GRP
363
Global Retirement Partners
California
$75K – – –
HWA
364
HHM Wealth Advisors
Tennessee
$73K – – –
NG
365
NWK Group
California
$69K – – –
BCM
366
Blume Capital Management
California
$67K – – –
CFGS
367
Concourse Financial Group Securities
Alabama
$67K – – –
TCM
368
TD Capital Management
Tennessee
$66K – – –
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$66K +$66.5K +1,335 New
BAMG
370
Brand Asset Management Group
Missouri
$64K – – –
S
371
SignatureFD
Georgia
$64K +$62.2K +1,250 +3,378%
DAM
372
Delta Asset Management
Tennessee
$62K – – –
MHR
373
Matthew Hamilton Rosenberg
$59K +$33.1K +665 +130%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$58K -$87.2K -1,752 -60%
QCG
375
Quadrant Capital Group
Ohio
$56K – – –
13 14
15
16 17