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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
301
Centaurus Financial
California
$206K -$5.98K -194 -3%
CW
302
CreativeOne Wealth
Kansas
$203K +$203K +6,579 New
GIA
303
Gladstone Institutional Advisory
Florida
$200K – – –
1IA
304
1834 Investment Advisors
Wisconsin
$189K -$9.25K -300 -5%
RMAM
305
Raab & Moskowitz Asset Management
New Jersey
$186K +$187K +6,057 New
TCWM
306
Total Clarity Wealth Management
Illinois
$182K +$182K +5,906 New
FCM
307
Firestone Capital Management
Florida
$163K +$163K +5,275 New
BAM
308
Belpointe Asset Management
Nevada
$148K +$2.37K +77 +2%
JCM
309
Jacobi Capital Management
Pennsylvania
$144K +$141K +4,575 +5,259%
CT
310
Caldwell Trust
Florida
$144K +$144K +4,655 New
MAM
311
Marquette Asset Management
Minnesota
$134K – – –
CAL
312
Capital Analysts LLC
Pennsylvania
$132K -$308 -10 -0.2%
FCA
313
FinTrust Capital Advisors
South Carolina
$121K -$104K -3,361 -46%
AP
314
Arlington Partners
Alabama
$119K – – –
GWM
315
Geneos Wealth Management
Colorado
$116K +$61.8K +2,003 +113%
RWA
316
Ropes Wealth Advisors
Massachusetts
$110K -$11.1K -360 -9%
SIC
317
Salem Investment Counselors
North Carolina
$108K – – –
CAAS
318
Capital Asset Advisory Services
Michigan
$100K +$100K +3,248 New
AIC
319
Ameritas Investment Company
Nebraska
$99K -$2.64M -85,482 -96%
RIA
320
Realta Investment Advisors
Delaware
$97K – – –
SMFS
321
Squar Milner Financial Services
California
$94K -$141K -4,581 -60%
IFWM
322
Institute for Wealth Management
Colorado
$94K +$94.4K +3,063 New
CAC
323
Certified Advisory Corp
Florida
$78K – – –
ACM
324
Allred Capital Management
Texas
$71.7K +$71.6K +2,324 New
MA
325
MUFG Americas
New York
$69K – – –
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13
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