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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
251
Bremer Trust National Association
Minnesota
$177K +$177K +5,876 New
LFG
252
LifePlan Financial Group
Ohio
$174K +$161K +5,350 +1,299%
EK
253
Evensky & Katz
Florida
$161K -$7.16K -238 -4%
DWM
254
Doyle Wealth Management
Florida
$159K +$158K +5,270 New
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$123K
WA
256
WealthTrust-Arizona
Arizona
$122K
AP
257
Arlington Partners
Alabama
$116K
ASN
258
Advisory Services Network
Georgia
$105K +$77.2K +2,568 +277%
RCA
259
Rowland Carmichael Advisors
Arizona
$102K
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$98K +$97.6K +3,247 New
NFG
261
Next Financial Group
Texas
$94K +$75.8K +2,521 +420%
RFA
262
Reilly Financial Advisors
California
$68K -$35.5K -1,180 -34%
TL
263
TrueWealth LLC
Georgia
$61K
YWP
264
YorkBridge Wealth Partners
New York
$60K
FRA
265
Front Row Advisors
California
$50K
CAL
266
Capital Advisors Ltd
Ohio
$49K
BWM
267
BerganKDV Wealth Management
Minnesota
$48K
AIA
268
Alera Investment Advisors
Illinois
$41K +$41.3K +1,373 New
SWM
269
SeaCrest Wealth Management
New York
$33K
MA
270
MCF Advisors
Kentucky
$32K +$301 +10 +1%
BWP
271
Baldwin Wealth Partners
Massachusetts
$30K
CAC
272
Certified Advisory Corp
Florida
$29K
EDRH
273
Edmond de Rothschild Holding
Switzerland
$27K
PG
274
Patten Group
Tennessee
$23K -$1.08K -36 -5%
WTB
275
Washington Trust Bank
Washington
$22K