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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
176
Prosperity Planning
Missouri
$933K – – –
CIM
177
Confluence Investment Management
Missouri
$932K -$2M -41,857 -68%
CA
178
Clearstead Advisors
Ohio
$905K +$766 +16 +0.1%
CBT
179
Crews Bank & Trust
Florida
$903K – – –
MA
180
Mutual Advisors
Nebraska
$899K +$23.8K +498 +3%
CB
181
CNB Bank
Pennsylvania
$898K -$23.1K -483 -3%
VIM
182
Vista Investment Management
Pennsylvania
$898K – – –
WA
183
WBH Advisory
Maryland
$884K +$882K +18,421 New
RWM
184
Ritholtz Wealth Management
New York
$873K +$2.2K +46 +0.3%
BWM
185
Brown Wealth Management
Illinois
$870K +$44.9K +939 +5%
HWMC
186
Heritage Wealth Management (California)
California
$867K +$148K +3,095 +21%
TCG
187
Transcendent Capital Group
Oklahoma
$864K -$4.4K -92 -0.5%
APP
188
Avantax Planning Partners
Iowa
$837K -$6.94K -145 -0.8%
QCM
189
Quantinno Capital Management
New York
$815K -$178K -3,719 -18%
NB
190
Nicolet Bankshares
Wisconsin
$812K – – –
FF
191
Friedenthal Financial
New Jersey
$801K -$117K -2,449 -13%
BWM
192
BCS Wealth Management
Tennessee
$800K +$30.5K +638 +4%
PFG
193
PAX Financial Group
Texas
$789K +$105K +2,190 +15%
CCA
194
Clearwater Capital Advisors
Illinois
$779K – – –
QWM
195
QP Wealth Management
New Jersey
$773K +$47.4K +990 +7%
IWM
196
IHT Wealth Management
Illinois
$765K +$12.4K +260 +2%
MFIM
197
Mesirow Financial Investment Management
Illinois
$761K +$191 +4 +0%
LKBC
198
L.K. Benson & Company
Maryland
$757K -$42.4K -886 -5%
MG
199
Mather Group
Illinois
$738K -$1K -21 -0.1%
LSL
200
Legacy Solutions LLC
Pennsylvania
$736K +$13.4K +280 +2%
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