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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
401
Belpointe Asset Management
Nevada
– -$772K -16,217 Closed
FCA
402
Fortis Capital Advisors
Kansas
– -$772K -16,217 Closed
Franklin Resources
403
Franklin Resources
California
– -$765K -16,080 Closed
T
404
Tidemark
California
– -$633K -13,295 Closed
FAIM
405
Financial Advocates Investment Management
Washington
– -$615K -12,923 Closed
Northern Trust
406
Northern Trust
Illinois
– -$590K -12,386 Closed
SF
407
Summit Financial
New Jersey
– -$550K -11,549 Closed
BW
408
Balance Wealth
Ohio
– -$353K -7,425 Closed
FWP
409
Forefront Wealth Partners
Texas
– -$347K -7,295 Closed
Fisher Asset Management
410
Fisher Asset Management
Washington
– -$336K -7,060 Closed
SMA
411
Sage Mountain Advisors
Georgia
– -$330K -6,929 Closed
CRWM
412
Castle Rock Wealth Management
California
– -$305K -6,400 Closed
IA
413
Inspire Advisors
Idaho
– -$304K -6,394 Closed
AWP
414
Axis Wealth Partners
Rhode Island
– -$291K -6,121 Closed
AWS
415
Atria Wealth Solutions
New York
– -$289K -6,064 Closed
HIMC
416
Heritage Investors Management Corp
Maryland
– -$286K -6,000 Closed
SFC
417
Strategic Financial Concepts
Texas
– -$285K -5,978 Closed
EWA
418
ERTS Wealth Advisors
Michigan
– -$268K -5,635 Closed
SWP
419
Stratos Wealth Partners
Ohio
– -$251K -5,263 Closed
JC
420
Jentner Corp
Ohio
– -$237K -4,984 Closed
AWP
421
Avid Wealth Partners
Texas
– -$217K -4,559 Closed
DWM
422
DecisionMap Wealth Management
Virginia
– -$211K -4,437 Closed
WIA
423
World Investment Advisors
California
– -$211K -4,437 Closed
DWT
424
Dorsey & Whitney Trust
South Dakota
– -$211K -4,427 Closed
AWM
425
Austin Wealth Management
Texas
– -$202K -4,285 Closed
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17
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