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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFB
301
First Financial Bankshares
Texas
$833K +$823K +27,977 New
WA
302
Wealthstar Advisors
Texas
$827K -$79.8K -2,711 -9%
WTC
303
WhitTier Trust Company
Nevada
$818K -$370K -12,575 -31%
FW
304
FirstPurpose Wealth
Utah
$808K -$264K -8,970 -25%
SMC
305
Smith, Moore & Co
Missouri
$806K -$23.2K -788 -3%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$804K +$262K +8,898 +49%
KWA
307
Kingswood Wealth Advisors
California
$791K +$180K +6,106 +30%
MF
308
Meridian Financial
Massachusetts
$774K +$87.1K +2,961 +13%
GWM
309
Greenwich Wealth Management
Connecticut
$772K +$48.6K +1,650 +7%
MFC
310
Mechanics Financial Corp
Ohio
$771K +$50.8K +1,725 +7%
ASFA
311
All Season Financial Advisors
Colorado
$766K +$345K +11,738 +84%
Northern Trust
312
Northern Trust
Illinois
$763K +$754K +25,614 New
NCFG
313
New Century Financial Group
New Jersey
$761K +$752K +25,538 New
KOC
314
Koss-Olinger Consulting
Florida
$750K +$942 +32 +0.1%
TFP
315
Traction Financial Partners
Wyoming
$743K +$734K +24,954 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$734K -$10.1M -343,124 -93%
APW
317
Austin Private Wealth
Texas
$713K +$139K +4,737 +25%
AAP
318
Arax Advisory Partners
Colorado
$698K +$4.3K +146 +0.6%
SSW
319
Stone Summit Wealth
Florida
$698K -$122K -4,150 -15%
IWC
320
Integrated Wealth Concepts
Massachusetts
$698K +$33.6K +1,141 +5%
RIA
321
Regal Investment Advisors
Michigan
$696K -$67.7K -2,301 -9%
TIA
322
Tiemann Investment Advisors
California
$691K -$92.7K -3,150 -12%
ZF
323
Zhang Financial
Michigan
$691K +$682K +23,189 New
LSA
324
Lion Street Advisors
Texas
$679K -$2.71K -92 -0.4%
FFN
325
Focus Financial Network
Minnesota
$679K +$671K +22,785 New