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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$24.1K – – –
CIAS
402
Capital Investment Advisory Services
North Carolina
$23.5K – – –
ACA
403
Aptus Capital Advisors
Alabama
$23.5K +$23.5K +500 New
BSB
404
Bangor Savings Bank
Maine
$23.4K – – –
CWC
405
Carolinas Wealth Consulting
North Carolina
$23.1K – – –
NRG
406
Nemes Rush Group
Michigan
$21K +$21K +447 New
ME
407
McIlrath & Eck
Washington
$20.1K – – –
FRA
408
Front Row Advisors
California
$20K – – –
WOSD
409
WFA of San Diego
California
$18.6K +$18.6K +395 New
BL
410
Balentine LLC
Georgia
$13.2K – – –
TAM
411
Tucker Asset Management
Colorado
$12.8K – – –
GJIA
412
Glass Jacobson Investment Advisors
Maryland
$12.6K +$12.6K +267 New
LFA
413
Level Financial Advisors
New York
$12.2K -$5.42K -115 -31%
SF
414
Safeguard Financial
Wisconsin
$11K +$11.5K +244 New
CFGS
415
Concourse Financial Group Securities
Alabama
$8.42K -$2.64K -56 -24%
APC
416
Aspire Private Capital
North Carolina
$6.75K +$47 +1 +0.7%
OP
417
ORG Partners
Indiana
$6.32K +$6.36K +135 New
PWMG
418
Prestige Wealth Management Group
New Jersey
$4.71K – – –
NFSG
419
Newbridge Financial Services Group
Florida
$3.15K – – –
TWM
420
Tradition Wealth Management
Minnesota
$3K – – –
S
421
SignatureFD
Georgia
$1.83K +$377 +8 +26%
FAM
422
Family Asset Management
South Carolina
$1.79K -$5.6K -119 -76%
GAG
423
Goodman Advisory Group
Massachusetts
$1.13K -$174K -3,700 -99%
CAS
424
Coppell Advisory Solutions
Texas
$1.03K +$1.04K +22 New
VNIM
425
Vaughan Nelson Investment Management
Texas
$1K -$1.41K -30 -55%
15 16
17
18 19