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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
276
WESCAP Management Group
California
$353K – – –
LJAC
277
L.J. Altfest & Co
New York
$352K -$151K -4,815 -30%
CIC
278
Carnegie Investment Counsel
Ohio
$351K – – –
PA
279
PFG Advisors
Arizona
$349K -$32.8K -1,044 -9%
RIG
280
Roosevelt Investment Group
New York
$345K -$39.5K -1,258 -10%
VWM
281
Vigilare Wealth Management
Arizona
$342K -$781K -24,890 -70%
DWM
282
Dakota Wealth Management
Florida
$337K -$122K -3,886 -27%
BAM
283
Belpointe Asset Management
Nevada
$330K +$37.2K +1,187 +13%
APA
284
American Portfolios Advisors
New York
$329K +$34.1K +1,088 +12%
TIA
285
Tiemann Investment Advisors
California
$325K – – –
AWA
286
Arete Wealth Advisors
Illinois
$325K +$29.4K +937 +10%
BWAM
287
Boyd Watterson Asset Management
Ohio
$321K +$18.9K +601 +6%
HIIFS
288
Harel Insurance Investments & Financial Services
Israel
$310K +$310K +9,875 New
HAIM
289
Hunter Associates Investment Management
Pennsylvania
$299K -$23.5K -750 -7%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$295K -$15.7K -500 -5%
CA
291
Continuum Advisory
Idaho
$293K -$80.3K -2,558 -21%
SGAM
292
Stephens Group Asset Management
Arkansas
$293K -$3.92K -125 -1%
MGIA
293
Matthew Goff Investment Advisor
Texas
$293K – – –
MSAM
294
Moloney Securities Asset Management
Missouri
$286K +$286K +9,112 New
AIA
295
Alera Investment Advisors
Illinois
$285K +$285K +9,079 New
CAG
296
Crestwood Advisors Group
Massachusetts
$284K – – –
IWC
297
Integrated Wealth Concepts
Massachusetts
$273K -$798K -25,431 -74%
EVM
298
Eaton Vance Management
Massachusetts
$259K -$3.61K -115 -1%
CYG
299
Clean Yield Group
Vermont
$255K -$25.1K -800 -9%
B
300
Bellecapital
Switzerland
$254K -$36.1K -1,150 -12%
10 11
12
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