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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
101
Foronjy Financial
California
$2.05M +$130K +2,708 +7%
IAA
102
Independent Advisor Alliance
North Carolina
$2.04M +$81.9K +1,707 +4%
BSWM
103
Boston Standard Wealth Management
Massachusetts
$2.03M +$23.3K +485 +1%
DIA
104
Davidson Investment Advisors
Montana
$1.98M -$945K -19,686 -32%
LWM
105
LJI Wealth Management
Indiana
$1.98M – – –
KAS
106
Kestra Advisory Services
Texas
$1.97M +$238K +4,953 +14%
BFA
107
Bragg Financial Advisors
North Carolina
$1.93M +$250K +5,200 +15%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$1.92M -$9.98K -208 -0.5%
AWA
109
Aquire Wealth Advisors
Utah
$1.89M +$52.1K +1,086 +3%
WCM
110
Wealthcare Capital Management
Virginia
$1.87M -$10.8K -224 -0.6%
SA
111
Sanctuary Advisors
Indiana
$1.87M +$146K +3,033 +8%
EWM
112
Elmwood Wealth Management
California
$1.85M +$201K +4,190 +12%
TW
113
Traveka Wealth
California
$1.84M +$240 +5 +0%
OCA
114
OpenArc Corporate Advisory
Georgia
$1.83M +$1.83M +38,104 New
EH
115
Equitable Holdings
New York
$1.83M +$194K +4,040 +12%
ES
116
Eagle Strategies
New York
$1.8M +$6.29K +131 +0.4%
MFG
117
Merit Financial Group
Georgia
$1.74M +$17.8K +370 +1%
CAWM
118
Capital Advisors Wealth Management
Washington
$1.72M +$7.34K +153 +0.4%
PAG
119
Private Advisor Group
New Jersey
$1.71M +$20K +416 +1%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$1.67M +$321K +6,682 +24%
CIA
121
Concurrent Investment Advisors
Florida
$1.64M +$96.4K +2,008 +6%
SQA
122
Simon Quick Advisors
New Jersey
$1.63M -$43.5K -906 -3%
AWM
123
AE Wealth Management
Kansas
$1.57M -$15K -312 -0.9%
SC
124
Sykon Capital
New York
$1.57M -$700K -14,579 -31%
WIM
125
Westside Investment Management
California
$1.56M +$55.4K +1,154 +4%
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