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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
276
Dakota Wealth Management
Florida
$866K +$50.1K +1,687 +6%
APA
277
American Portfolios Advisors
New York
$858K +$165K +5,574 +23%
SPC
278
Sigma Planning Corp
Michigan
$855K +$331K +11,157 +62%
PA
279
PFG Advisors
Arizona
$849K +$863K +29,055 New
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
$844K -$110K -3,693 -11%
GCA
281
Gradient Capital Advisors
California
$844K +$137K +4,612 +19%
IA
282
IFG Advisory
Georgia
$842K -$9.23K -311 -1%
SSW
283
Stone Summit Wealth
Florida
$841K -$42.6K -1,434 -5%
KOC
284
Koss-Olinger Consulting
Florida
$840K – – –
LSA
285
Lion Street Advisors
Texas
$832K +$3.03K +102 +0.4%
AA
286
AlphaMark Advisors
Kentucky
$820K -$29.1K -979 -3%
PBO
287
Peoples Bank (Ohio)
Ohio
$818K – – –
CSA
288
Cottage Street Advisors
Massachusetts
$817K -$854K -28,778 -51%
BFA
289
Beaumont Financial Advisors
Massachusetts
$816K -$75.1K -2,529 -8%
VAS
290
Vestmark Advisory Solutions
Massachusetts
$811K -$3.27M -110,171 -80%
SW
291
Solidarity Wealth
Utah
$800K -$48.8K -1,644 -5%
RA
292
RFG Advisory
Alabama
$783K +$49.7K +1,673 +7%
TFA
293
Tranquilli Financial Advisor
New Jersey
$776K -$200K -6,754 -20%
GCM
294
Gibraltar Capital Management
Oklahoma
$758K -$79.9K -2,691 -9%
SMC
295
Smith, Moore & Co
Missouri
$729K +$77.4K +2,606 +12%
EH
296
Equitable Holdings
New York
$726K +$738K +24,862 New
CAGAS
297
Capital Advisory Group Advisory Services
Minnesota
$725K -$37.8K -1,272 -5%
MPW
298
MGO Private Wealth
California
$722K +$734K +24,722 New
JWS
299
Juncture Wealth Strategies
Arizona
$720K +$12.9K +436 +2%
FFS
300
Founders Financial Securities
Maryland
$713K +$6.17K +208 +0.9%
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