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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
501
Physician Wealth Advisors
Utah
– -$300K -6,432 Closed
AIA
502
Alera Investment Advisors
Illinois
– -$295K -6,225 Closed
CA
503
Calton & Associates
Florida
– -$290K -6,128 Closed
OAP
504
One Advisory Partners
Kansas
– -$288K -6,095 Closed
PWP
505
Personal Wealth Partners
Minnesota
– -$285K -6,023 Closed
ANBT
506
American National Bank & Trust
Texas
– -$274K -5,786 Closed
AA
507
Alesco Advisors
New York
– -$260K -5,489 Closed
GT
508
Greenleaf Trust
Michigan
– -$240K -5,074 Closed
TSS
509
Two Sigma Securities
New York
– -$239K -5,044 Closed
TIAM2
510
Tru Independence Asset Management 2
Oregon
– -$228K -4,808 Closed
SPI
511
Sutton Place Investors
New York
– -$217K -4,629 Closed
NL
512
NWAM LLC
Washington
– -$212K -4,473 Closed
VA
513
Valmark Advisers
Ohio
– -$210K -4,437 Closed
RH
514
RFG Holdings
Texas
– -$207K -4,367 Closed
AWM
515
Atticus Wealth Management
Florida
– -$206K -4,345 Closed
LWM
516
Laidlaw Wealth Management
New York
– -$201K -4,255 Closed
T
517
TCWP
Ohio
– -$88K -1,871 Closed
BAM
518
Bellevue Asset Management
Washington
– -$38K -800 Closed
BFC
519
Bedel Financial Consulting
Indiana
– -$29K -616 Closed
VCM
520
Vigilant Capital Management
Maine
– -$23K -491 Closed
DB
521
Dravo Bay
Delaware
– -$21.1K -446 Closed
VNA
522
Valley National Advisers
Pennsylvania
– -$20K -419 Closed
EFS
523
Econ Financial Services
Pennsylvania
– -$19K -404 Closed
RFWA
524
RPg Family Wealth Advisory
Massachusetts
– -$16.6K -350 Closed
PCA
525
Providence Capital Advisors
North Carolina
– -$8K -171 Closed
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