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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
251
Verition Fund Management
Connecticut
$991K +$994K +32,014 New
CWM
252
Cabot Wealth Management
Massachusetts
$965K +$968K +31,148 New
AOWM
253
Alpha Omega Wealth Management
Virginia
$910K +$10.1K +326 +1%
CCP
254
Carmel Capital Partners
California
$905K +$908K +29,218 New
WT
255
Whittier Trust
California
$883K -$311 -10 -0%
LSA
256
Lion Street Advisors
Texas
$882K +$3.17K +102 +0.4%
3F
257
360 Financial
Minnesota
$879K +$62 +2 +0%
FAIM
258
Financial Advocates Investment Management
Washington
$853K -$19.6K -630 -2%
KOC
259
Koss-Olinger Consulting
Florida
$836K +$31.2K +1,006 +4%
NA
260
Nottingham Advisors
New York
$807K
DWM
261
Dakota Wealth Management
Florida
$804K +$226K +7,283 +39%
FPWM
262
FSB Premier Wealth Management
Iowa
$802K +$10.8K +349 +1%
AWE
263
Avidian Wealth Enterprises
Texas
$777K +$780K +25,104 New
Vontobel Holding
264
Vontobel Holding
Switzerland
$776K
IA
265
IFG Advisory
Georgia
$768K -$50.9K -1,640 -6%
KBFS
266
Kohmann Bosshard Financial Services
Ohio
$767K -$69.3K -2,230 -9%
CT
267
Cambridge Trust
Massachusetts
$767K +$36.6K +1,179 +5%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$762K +$115K +3,709 +18%
TSS
269
Two Sigma Securities
New York
$758K +$760K +24,477 New
HKAM
270
Horizon Kinetics Asset Management
New York
$743K
MMA
271
Miracle Mile Advisors
California
$726K +$380K +12,227 +109%
CFA
272
Compass Financial Advisors
Indiana
$724K +$726K +23,385 New
GWM
273
Greenwich Wealth Management
Connecticut
$716K -$1.22M -39,152 -63%
RIG
274
RiverFront Investment Group
Virginia
$714K +$58.4K +1,879 +9%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$702K +$90.7K +2,920 +15%