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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
351
Cetera Advisor Networks
California
$275K +$50.3K +1,021 +22%
MW
352
Marcum Wealth
Ohio
$274K +$11.1K +226 +4%
SCA
353
Snowden Capital Advisors
New York
$272K – – –
CA
354
Clearstead Advisors
Ohio
$267K +$838 +17 +0.3%
BRWM
355
B. Riley Wealth Management
Tennessee
$263K – – –
SPA
356
Sentinel Pension Advisors
Massachusetts
$262K +$443 +9 +0.2%
SMG
357
Smart Money Group
Texas
$261K -$94.8K -1,925 -27%
BAM
358
Baldrige Asset Management
Pennsylvania
$258K +$218K +4,431 +537%
FLPIM
359
F.L. Putnam Investment Management
Massachusetts
$256K -$162K -3,281 -39%
FFN
360
Focus Financial Network
Minnesota
$248K -$1.23K -25 -0.5%
GKWIM
361
Gerber Kawasaki Wealth & Investment Management
California
$247K +$17.7K +360 +8%
RVPG
362
Relative Value Partners Group
$244K -$2.91K -59 -1%
HI
363
Harbour Investments
Wisconsin
$241K -$17.6K -358 -7%
TWM
364
Titus Wealth Management
California
$240K +$394 +8 +0.2%
FTUS
365
Flow Traders U.S.
New York
$238K -$247K -5,009 -51%
PA
366
PFG Advisors
Arizona
$238K -$2.56K -52 -1%
PO
367
Private Ocean
California
$235K -$57.5K -1,167 -20%
HNW
368
High Note Wealth
Minnesota
$235K -$14.8K -300 -6%
MA
369
McBroom & Associates
Nevada
$235K +$235K +4,770 New
CWM
370
Curi Wealth Management
North Carolina
$226K -$115K -2,344 -34%
RWA
371
Ropes Wealth Advisors
Massachusetts
$223K – – –
FWM
372
Fortress Wealth Management
California
$223K +$223K +4,531 New
BW
373
Bison Wealth
Georgia
$222K – – –
CCFCSB
374
Cape Cod Five Cents Savings Bank
Massachusetts
$222K +$222K +4,504 New
SP
375
Successful Portfolios
Florida
$221K – – –
13 14
15
16 17