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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
226
Wells Financial Advisors
Massachusetts
$1.54M +$45.2K +1,521 +3%
CM
227
Columbus Macro
Pennsylvania
$1.51M -$1.57M -52,855 -51%
AssetMark Inc
228
AssetMark Inc
California
$1.48M -$59.5K -2,004 -4%
SWM
229
SeaCrest Wealth Management
New York
$1.44M -$408K -13,753 -22%
GIA
230
Gladstone Institutional Advisory
Florida
$1.39M +$404K +13,620 +40%
FAIM
231
Financial Advocates Investment Management
Washington
$1.39M +$492K +16,567 New
KW
232
KWB Wealth
California
$1.36M -$14M -472,483 -91%
DAS
233
Dynamic Advisor Solutions
Arizona
$1.35M +$950K +31,995 +223%
MFA
234
Mayflower Financial Advisors
Massachusetts
$1.35M
AFAS
235
Acorn Financial Advisory Services
Virginia
$1.32M +$1.34M +45,245 New
HighTower Advisors
236
HighTower Advisors
Illinois
$1.32M -$4.38M -147,466 -77%
AWA
237
Arete Wealth Advisors
Illinois
$1.32M +$143K +4,816 +12%
MG
238
Mather Group
Illinois
$1.28M +$492K +16,580 +61%
SCA
239
Stillwater Capital Advisors
Pennsylvania
$1.27M -$279K -9,403 -18%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$1.26M -$122K -4,126 -9%
TFA
241
Transamerica Financial Advisors
Florida
$1.26M +$29.8K +1,004 +2%
CWA
242
Clearview Wealth Advisors
Oregon
$1.25M +$8.82K +297 +0.7%
FTUS
243
Flow Traders U.S.
New York
$1.25M +$1.27M +42,721 New
AWM
244
Axxcess Wealth Management
California
$1.23M +$55.8K +1,879 +5%
CS
245
Comerica Securities
Michigan
$1.18M +$56.1K +1,889 +5%
GCA
246
Genesee Capital Advisors
New York
$1.16M -$13.6K -459 -1%
LC
247
Legacy CG
Texas
$1.15M +$1.17M +39,499 New
AFP
248
Ausdal Financial Partners
Iowa
$1.14M -$169K -5,706 -13%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$1.14M +$144K +4,837 +14%
OGF
250
Orin Green Financial
California
$1.13M +$77.9K +2,624 +7%