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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
351
Western Wealth Management
Colorado
$202K +$202K +4,074 New
SP
352
Successful Portfolios
Florida
$202K +$203K +4,080 New
CG
353
Colony Group
Massachusetts
$201K – – –
GWMIA
354
Global Wealth Management Investment Advisory
Florida
$200K +$94.6K +1,904 +90%
SMA
355
Sage Mountain Advisors
Georgia
$190K +$191K +3,836 New
VCM
356
Versant Capital Management
Arizona
$179K +$40.7K +820 +29%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$172K +$30K +603 +21%
IA
358
IFP Advisors
Florida
$163K – – –
WT
359
Whittier Trust
California
$157K – – –
1IA
360
1834 Investment Advisors
Wisconsin
$144K – – –
PO
361
Private Ocean
California
$143K -$6.56K -132 -4%
SPIA
362
Steward Partners Investment Advisory
New York
$104K – – –
MIFH
363
Migdal Insurance & Financial Holdings
Israel
$104K – – –
TFS
364
TrustCore Financial Services
Tennessee
$104K – – –
FPW
365
Flagship Private Wealth
Massachusetts
$104K +$50 +1 +0%
MAM
366
Meeder Asset Management
Ohio
$95K +$89.4K +1,800 +1,463%
AIC
367
Ameritas Investment Company
Nebraska
$94.7K +$94.9K +1,910 New
AIP
368
Ameritas Investment Partners
Nebraska
$90K -$1.74K -35 -2%
CFGS
369
Concourse Financial Group Securities
Alabama
$82K +$15.3K +309 +23%
GRP
370
Global Retirement Partners
California
$74K – – –
EVM
371
Eaton Vance Management
Massachusetts
$74K +$74.5K +1,500 New
HWA
372
HHM Wealth Advisors
Tennessee
$73K – – –
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$29.1K -585 -29%
MCC
374
Money Concepts Capital
Florida
$70K -$27.8K -559 -28%
CFO
375
CVA Family Office
Colorado
$70K +$55.4K +1,115 +372%
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