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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
201
Disciplined Investments
Oklahoma
$969K -$14.2K -294 -1%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$954K +$57.2K +1,187 +7%
FC
203
Financial Council
Maryland
$950K -$57.5K -1,192 -6%
WCA
204
Westover Capital Advisors
Delaware
$939K -$21.1K -437 -2%
BWM
205
BerganKDV Wealth Management
Minnesota
$935K +$41K +851 +4%
COF
206
Capital One Financial
Virginia
$920K -$3.58M -74,275 -79%
PC
207
Prairiewood Capital
North Dakota
$914K +$281K +5,832 +43%
TW
208
TrinityPoint Wealth
Connecticut
$903K +$12.1K +250 +1%
CA
209
Continuum Advisory
Idaho
$891K -$121K -2,516 -12%
EK
210
Evensky & Katz
Florida
$867K +$137K +2,839 +18%
CWM
211
Cornerstone Wealth Management
Missouri
$866K +$36K +747 +4%
QWM
212
QP Wealth Management
New Jersey
$861K +$9.74K +202 +1%
PG
213
Proffitt & Goodson
Tennessee
$860K -$3.71M -77,010 -81%
CCM
214
Colorado Capital Management
Colorado
$860K -$23.8K -493 -3%
SWP
215
Stratos Wealth Partners
Ohio
$844K -$3.52M -73,071 -80%
CTB
216
Country Trust Bank
Illinois
$843K -$163K -3,374 -16%
SWP
217
Strategic Wealth Partners
Ohio
$839K +$74K +1,536 +9%
NWM
218
Northwest Wealth Management
Iowa
$825K – – –
CAL
219
Capital Advisors Ltd
Ohio
$814K +$305K +6,328 +58%
SWA
220
Sightline Wealth Advisors
Connecticut
$801K +$48 +1 +0%
AWM
221
AE Wealth Management
Kansas
$781K +$58.9K +1,222 +8%
EWA
222
EverSource Wealth Advisors
Alabama
$781K +$98K +2,032 +14%
HR
223
Howe & Rusling
New York
$777K +$152K +3,144 +24%
RWM
224
Rockwood Wealth Management
Pennsylvania
$771K -$9.11K -189 -1%
LWP
225
Lumature Wealth Partners
Georgia
$770K -$308K -6,393 -28%
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