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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
201
Nations Financial Group
Iowa
$508K +$821 +17 +0.2%
RCA
202
Rowland Carmichael Advisors
Arizona
$493K – – –
AFC
203
AFT Forsyth & Company
Florida
$493K +$497K +10,292 New
AEPG
204
American Economic Planning Group
New Jersey
$482K +$4.59K +95 +1%
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$480K – – –
DP
206
Denver PWM
Colorado
$476K +$32.9K +682 +7%
BWM
207
BerganKDV Wealth Management
Minnesota
$474K +$24.6K +509 +5%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$473K +$18.7K +388 +4%
CA
209
Crewe Advisors
Utah
$444K +$447K +9,265 New
PWM
210
Paulson Wealth Management
Illinois
$440K +$443K +9,178 New
AA
211
Alesco Advisors
New York
$439K -$233K -4,831 -35%
SYBT
212
Stock Yards Bank & Trust
Kentucky
$436K – – –
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$436K – – –
CG
214
Colony Group
Massachusetts
$434K – – –
DJSG
215
D.J. St. Germain
Massachusetts
$431K +$434K +8,989 New
CCA
216
Clearwater Capital Advisors
Illinois
$413K -$410K -8,500 -50%
CAN
217
Cetera Advisor Networks
California
$407K – – –
PFBT
218
Parkside Financial Bank & Trust
Missouri
$404K – – –
GP
219
Girard Partners
Pennsylvania
$401K +$32.4K +671 +9%
LNC
220
Lincoln National Corp
Pennsylvania
$392K +$395K +8,172 New
FIM
221
Frontier Investment Management
Texas
$385K – – –
WSCM
222
Wellington Shields Capital Management
New York
$383K – – –
CIM
223
Confluence Investment Management
Missouri
$381K +$9.85K +204 +3%
ODG
224
O'Dell Group
Ohio
$380K +$1.35K +28 +0.4%
PFPT
225
Pinnacle Financial Partners (Tennessee)
Tennessee
$365K +$368K +7,613 New
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