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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
176
One Capital Management
California
$771K -$52.3K -1,075 -6%
NPT
177
Nixon Peabody Trust
Massachusetts
$758K – – –
NNP
178
Nachman Norwood & Parrott
South Carolina
$740K – – –
MIAN
179
Mariner Independent Advisor Network
Kansas
$737K +$105K +2,150 +17%
BL
180
BFSG LLC
California
$736K +$122K +2,500 +20%
IWMA
181
Ironwood Wealth Management (Arizona)
Arizona
$732K -$898K -18,480 -55%
PPW
182
Pasadena Private Wealth
California
$726K -$464K -9,538 -39%
SPIA
183
Steward Partners Investment Advisory
New York
$719K +$141K +2,902 +25%
DWM
184
Dakota Wealth Management
Florida
$717K +$177K +3,642 +33%
SWMG
185
Signature Wealth Management Group
Georgia
$707K +$26.4K +543 +4%
FUBT
186
First United Bank & Trust
Maryland
$674K -$2.43K -50 -0.4%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$673K +$79.2K +1,630 +13%
PP
188
PagnatoKarp Partners
Virginia
$672K +$389 +8 +0.1%
AEPG
189
American Economic Planning Group
New Jersey
$656K +$3.74K +77 +0.6%
NGA
190
Naples Global Advisors
Florida
$649K -$103K -2,125 -14%
GPWA
191
Great Point Wealth Advisors
Massachusetts
$637K +$30.8K +633 +5%
BDF
192
Black Diamond Financial
Maryland
$634K +$2.19K +45 +0.3%
OC
193
Oarsman Capital
Wisconsin
$629K -$117K -2,407 -16%
AWA
194
Arete Wealth Advisors
Illinois
$620K -$101K -2,073 -14%
BBNA
195
Bremer Bank National Association
Minnesota
$615K – – –
MWM
196
Merriman Wealth Management
Washington
$602K +$729 +15 +0.1%
MFS
197
McNamara Financial Services
Massachusetts
$588K – – –
CAL
198
Capital Advisors Ltd
Ohio
$578K – – –
SFWA
199
Summit Financial Wealth Advisors
Louisiana
$574K – – –
WS
200
Wedbush Securities
California
$570K +$42.5K +874 +8%
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8
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