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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
376
NorthRock Partners
Minnesota
$96.6K +$94.8K +2,021 New
WPWM
377
Western Pacific Wealth Management
Illinois
$95.6K – – –
MSG
378
Main Street Group
Virginia
$87.8K +$86.1K +1,836 New
WT
379
Whittier Trust
California
$87.6K – – –
ACA
380
Aptus Capital Advisors
Alabama
$77K +$52.2K +1,112 +222%
RPCA
381
Running Point Capital Advisors
California
$65.5K +$64.3K +1,371 New
BCM
382
Blume Capital Management
California
$64.4K – – –
UCB
383
United Community Bank
South Carolina
$63.3K – – –
TCM
384
TD Capital Management
Tennessee
$63.3K – – –
KFP
385
Keener Financial Planning
Texas
$59K +$58.1K +1,238 New
CFO
386
CVA Family Office
Colorado
$53.3K +$52.3K +1,115 New
PWMG
387
Private Wealth Management Group
New Jersey
$48.6K +$47.7K +1,017 New
OC
388
Oakworth Capital
Alabama
$48.4K -$3K -64 -6%
PB
389
Pinnacle Bancorp
Nebraska
$44.9K +$47 +1 +0.1%
WCM
390
Winthrop Capital Management
Indiana
$41.4K +$40.7K +867 New
MBFW
391
Morton Brown Family Wealth
Pennsylvania
$36.6K +$10.7K +229 +43%
AFS
392
Annapolis Financial Services
Maryland
$35.7K +$7.74K +165 +28%
GWM
393
Geneos Wealth Management
Colorado
$34.3K – – –
NS
394
NBC Securities
Alabama
$34K -$22.5K -480 -40%
DCM
395
Davis Capital Management
Florida
$26.3K +$25.8K +550 New
IBOK
396
Independence Bank of Kentucky
Kentucky
$26K – – –
HCM
397
Hollencrest Capital Management
California
$25.5K – – –
CPA
398
Clear Point Advisors
New York
$24.7K +$24.2K +516 New
WIA
399
Wetzel Investment Advisors
Indiana
$24K +$23.5K +500 New
CIAS
400
Capital Investment Advisory Services
North Carolina
$23.9K – – –
14 15
16
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