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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
301
Eaton Vance Management
Massachusetts
$263K -$1.86K -60 -0.7%
CBN
302
Cadence Bank NA
Texas
$254K
OWP
303
Obermeyer Wealth Partners
Colorado
$250K
SMFS
304
Squar Milner Financial Services
California
$246K +$113K +3,630 +86%
PCMK
305
Paragon Capital Management (Kansas)
Kansas
$245K
Fidelity Investments
306
Fidelity Investments
Massachusetts
$242K +$118K +3,798 +97%
SIC
307
Shoker Investment Counsel
Ohio
$240K +$238K +7,676 New
WF
308
Welch & Forbes
Massachusetts
$236K +$234K +7,535 New
IFWM
309
Institute for Wealth Management
Colorado
$230K +$227K +7,326 New
NB
310
Nicolet Bankshares
Wisconsin
$227K
CCM
311
Condor Capital Management
New Jersey
$213K -$44.7K -1,443 -18%
W
312
WealthOne
New York
$210K -$194K -6,247 -48%
IWP
313
IAG Wealth Partners
Wisconsin
$203K -$682K -22,001 -77%
AFAS
314
Acorn Financial Advisory Services
Virginia
$203K -$3.88K -125 -2%
1IA
315
1834 Investment Advisors
Wisconsin
$192K
GWM
316
Geneos Wealth Management
Colorado
$178K -$2.79K -90 -2%
CAL
317
Capital Analysts LLC
Pennsylvania
$163K +$8.18K +264 +5%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$162K +$88.9K +2,867 +125%
FCM
319
Firestone Capital Management
Florida
$159K
CT
320
Caldwell Trust
Florida
$146K
MAM
321
Marquette Asset Management
Minnesota
$130K
MIFH
322
Migdal Insurance & Financial Holdings
Israel
$127K
AP
323
Arlington Partners
Alabama
$121K
RWA
324
Ropes Wealth Advisors
Massachusetts
$120K -$12.9K -415 -10%
GRP
325
Global Retirement Partners
California
$114K +$113K +3,632 New