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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Courier Capital
New York
$391K +$185K +6,068 +91%
DI
227
Diligent Investors
California
$379K +$377K +12,322 New
BL
228
BFSG LLC
California
$375K -$1.53K -50 -0.4%
PSUF
229
People's United Financial
Connecticut
$375K +$3.54K +116 +1%
SMC
230
Smith, Moore & Co
Missouri
$366K -$5.22K -171 -1%
ACM
231
AlphaStar Capital Management
North Carolina
$366K +$33.2K +1,086 +10%
RIG
232
Roosevelt Investment Group
New York
$365K +$362K +11,859 New
SWM
233
Sanctuary Wealth Management
Idaho
$363K -$1.45M -47,470 -80%
BFA
234
Beaumont Financial Advisors
Massachusetts
$360K -$6.78M -221,871 -95%
KWM
235
Kingsview Wealth Management
Oregon
$356K +$134K +4,376 +61%
TA
236
TCG Advisors
Texas
$352K -$603K -19,720 -63%
PPSG
237
Princeton Portfolio Strategies Group
New Jersey
$345K -$30.6K -1,000 -8%
TSS
238
Two Sigma Securities
New York
$328K +$325K +10,646 New
TIA
239
Tiemann Investment Advisors
California
$319K – – –
WWM
240
Western Wealth Management
Colorado
$310K -$16.2K -530 -5%
CCG
241
Ceeto Capital Group
Florida
$308K – – –
FCMT
242
Founders Capital Management (Texas)
Texas
$305K +$1.83K +60 +0.6%
AWM
243
AE Wealth Management
Kansas
$294K +$33.3K +1,091 +13%
SGAM
244
Stephens Group Asset Management
Arkansas
$292K – – –
CPO
245
Cerity Partners OCIO
New York
$283K – – –
IWC
246
Integrated Wealth Concepts
Massachusetts
$283K +$345K +11,292 +122%
CAG
247
Crestwood Advisors Group
Massachusetts
$279K – – –
NB
248
Nicolet Bankshares
Wisconsin
$276K +$1.71K +56 +0.6%
PA
249
Pinnacle Associates
New York
$265K – – –
APA
250
American Portfolios Advisors
New York
$254K +$1.19K +39 +0.5%
8 9
10
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