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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
351
Private Wealth Asset Management
Iowa
$65.1K +$65.1K +1,367 New
BCM
352
Blume Capital Management
California
$64.2K – – –
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.6K – – –
PB
354
Pinnacle Bancorp
Nebraska
$63.5K -$18.7K -392 -23%
PTC
355
Private Trust Company
Ohio
$59.6K -$8.29K -174 -12%
CIAS
356
Capital Investment Advisory Services
North Carolina
$54.7K +$54.8K +1,150 New
FUBT
357
First United Bank & Trust
Maryland
$44K – – –
CAWM
358
Capital A Wealth Management
Pennsylvania
$43.4K -$8.48K -178 -16%
NS
359
NBC Securities
Alabama
$33K +$34K +713 New
IBOK
360
Independence Bank of Kentucky
Kentucky
$30.2K – – –
1IA
361
1620 Investment Advisors
Massachusetts
$28.6K – – –
AG
362
AmeriFlex Group
Nevada
$27.2K +$95 +2 +0.4%
MSG
363
Main Street Group
Virginia
$26.9K +$95 +2 +0.4%
DCM
364
Davis Capital Management
Florida
$26.2K – – –
T
365
Transce3nd
Texas
$25.7K -$7.14K -150 -22%
HCM
366
Hollencrest Capital Management
California
$25.4K – – –
AC
367
AlphaCore Capital
California
$24.6K +$24.6K +516 New
NB
368
NBT Bank
New York
$24.5K – – –
GWS
369
Greykasell Wealth Strategies
California
$24.2K +$24.2K +509 New
RA
370
Rise Advisors
New York
$24.1K +$95 +2 +0.4%
AWM
371
Angeles Wealth Management
California
$23.3K – – –
PWMG
372
Private Wealth Management Group
New Jersey
$23.1K -$2.14K -45 -8%
BC
373
Barrett & Company
Rhode Island
$22.7K – – –
AWM
374
AllSquare Wealth Management
New York
$19K – – –
BSB
375
Bangor Savings Bank
Maine
$18.8K -$524 -11 -3%
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