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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$5.02M -$3.45K -72 -0.1%
ACM
52
AUA Capital Management
Pennsylvania
$4.82M -$1.82K -38 -0%
ACA
53
Ackerman Capital Advisors
Texas
$4.82M -$122K -2,556 -2%
BEI
54
Benjamin Edwards Inc
Missouri
$4.74M -$2.07M -43,162 -30%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$4.74M -$94.6K -1,976 -2%
CCG
56
Chatham Capital Group
Georgia
$4.57M -$23.9K -500 -0.5%
AssetMark Inc
57
AssetMark Inc
California
$4.5M +$311K +6,495 +7%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.5M +$273K +5,696 +6%
PWM
59
Paulson Wealth Management
Illinois
$4.33M -$567K -11,838 -12%
AC
60
Apella Capital
Connecticut
$4.22M +$40K +836 +1%
BC
61
Brio Consultants
California
$4.14M +$52.7K +1,102 +1%
BFA
62
Bragg Financial Advisors
North Carolina
$3.84M +$431 +9 +0%
ST
63
Smithfield Trust
Pennsylvania
$3.82M +$418K +8,731 +12%
GI
64
GAMMA Investing
California
$3.8M +$542K +11,332 +17%
BFG
65
Bleakley Financial Group
New Jersey
$3.59M +$3.58M +74,764 New
EC
66
Elequin Capital
New York
$3.5M +$2M +41,858 +134%
KAS
67
Kestra Advisory Services
Texas
$3.42M +$658K +13,748 +24%
JIR
68
James Investment Research
Ohio
$3.35M – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$3.35M -$20.4K -427 -0.6%
AAM
70
Ameraudi Asset Management
New York
$3.34M -$23.9K -500 -0.7%
RHP
71
Royal Harbor Partners
Texas
$3.29M +$3.29M +68,644 New
G
72
GenTrust
Florida
$3.21M -$3.05M -63,712 -49%
CAG
73
Crestwood Advisors Group
Massachusetts
$3.19M -$161K -3,364 -5%
RIM
74
RW Investment Management
Idaho
$3.06M -$68.8K -1,437 -2%
Creative Planning
75
Creative Planning
Kansas
$2.99M +$24.4K +510 +0.8%
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