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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
301
Chilton Investment Company
Connecticut
$533K +$133K +4,269 +33%
CIAS
302
CFS Investment Advisory Services
New Jersey
$532K +$538K +17,317 New
B
303
Bellecapital
Switzerland
$528K +$66.3K +2,133 +14%
CFMC
304
Curbstone Financial Management Corp
New Hampshire
$527K +$99.4K +3,200 +23%
OWA
305
Octavia Wealth Advisors
Ohio
$526K +$41K +1,319 +8%
FA
306
FDx Advisors
Illinois
$526K +$528K +16,999 New
BAM
307
Belpointe Asset Management
Nevada
$520K -$5.71K -184 -1%
SIC
308
SJS Investment Consulting
Ohio
$513K +$515K +16,576 New
CCA
309
Catalyst Capital Advisors
New York
$502K – – –
TCM
310
Teza Capital Management
Illinois
$502K – – –
HAS
311
HBW Advisory Services
California
$501K -$10.2K -329 -2%
BW
312
Bison Wealth
Georgia
$499K +$20.2K +649 +4%
CCM
313
Crew Capital Management
Ohio
$498K +$18.2K +586 +4%
RCA
314
Resonant Capital Advisors
Wisconsin
$498K +$123K +3,966 +33%
SPC
315
Sigma Planning Corp
Michigan
$495K +$23.9K +768 +5%
DI
316
Diligent Investors
California
$494K +$61.3K +1,973 +14%
PSUF
317
People's United Financial
Connecticut
$484K +$373 +12 +0.1%
EWM
318
Endurance Wealth Management
Rhode Island
$481K – – –
IWC
319
Integrated Wealth Concepts
Massachusetts
$471K +$38.1K +1,227 +9%
SWA
320
Stratos Wealth Advisors
Ohio
$465K +$467K +15,027 New
PP
321
PrairieView Partners
Minnesota
$461K – – –
TLP
322
Trinity Legacy Partners
Texas
$453K -$82.5K -2,655 -15%
MCC
323
Money Concepts Capital
Florida
$446K +$447K +14,392 New
FMN
324
Financial Management Network
California
$436K +$438K +14,099 New
FMC
325
Financial Management Concepts
Florida
$430K +$78K +2,511 +22%
11 12
13
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