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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
401
Balentine LLC
Georgia
$13.9K – – –
NP
402
NorthRock Partners
Minnesota
$11.8K -$83.5K -1,772 -88%
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$10K +$47 +1 +0.4%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$9.25K -$1.49M -31,596 -99%
NRC
405
New Republic Capital
North Carolina
$8.12K +$754 +16 +10%
RIL
406
Rothschild Investment LLC
Illinois
$7.97K +$7.97K +169 New
KFS
407
Kelly Financial Services
Massachusetts
$7.74K -$2.45K -52 -24%
APC
408
Aspire Private Capital
North Carolina
$6.87K +$47 +1 +0.7%
FRA
409
Front Row Advisors
California
$5.66K -$14.3K -303 -72%
BTI
410
Blue Trust Inc
Georgia
$4.79K – – –
LFA
411
LGT Financial Advisors
Texas
$4.06K -$1.75K -37 -30%
CIAS
412
CBIZ Investment Advisory Services
Ohio
$3.88K – – –
GEA
413
Glen Eagle Advisors
New Jersey
$3.48K +$47 +1 +1%
IHWM
414
Iron Horse Wealth Management
Iowa
$2.17K – – –
S
415
SignatureFD
Georgia
$1.86K +$47 +1 +3%
SS
416
Sunbelt Securities
Texas
$1.6K – – –
SRCM
417
Signature Resources Capital Management
California
$1.32K +$283 +6 +27%
NRG
418
Nemes Rush Group
Michigan
$1.04K +$1.04K +22 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$283 – – –
GCM
420
Gables Capital Management
Florida
$283 +$283 +6 New
DFA
421
DHJJ Financial Advisors
Illinois
$236 -$11.6K -245 -98%
TRCT
422
Tower Research Capital (TRC)
New York
$94 -$896 -19 -90%
FAM
423
Family Asset Management
South Carolina
$7 – – –
SC
424
Sykon Capital
New York
– -$2.13M -44,827 Closed
OWA
425
One Wealth Advisors
California
– -$855K -18,027 Closed
15 16
17
18 19