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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
301
Private Trust Company
Ohio
$666K +$21.5K +726 +3%
SSW
302
Stone Summit Wealth
Florida
$664K -$10.7K -362 -2%
PB
303
Pinnacle Bancorp
Nebraska
$658K – – –
MPW
304
MA Private Wealth
California
$637K +$636K +21,462 New
APWM
305
Argonautica Private Wealth Management
Massachusetts
$635K -$3.67K -124 -0.6%
APW
306
Austin Private Wealth
Texas
$628K +$41.7K +1,407 +7%
CGFA
307
Colton Groome Financial Advisors
North Carolina
$624K -$103K -3,488 -14%
GGS
308
Galvin Gaustad & Stein
Arizona
$622K -$141K -4,772 -19%
IWC
309
Integrated Wealth Concepts
Massachusetts
$617K -$34.9K -1,179 -5%
PI
310
PFG Investments
New York
$608K -$2.74M -92,492 -82%
CA
311
CoreCap Advisors
Michigan
$605K -$19.4M -653,349 -97%
RPCA
312
Running Point Capital Advisors
California
$600K +$15.9K +537 +3%
AWMS
313
Advocacy Wealth Management Services
Georgia
$593K -$3.63M -122,672 -86%
MSF
314
Mustard Seed Financial
Arkansas
$589K +$9.54K +322 +2%
JWCA
315
J.W. Cole Advisors
Florida
$578K +$181K +6,111 +46%
BWA
316
Beam Wealth Advisors
Louisiana
$578K +$576K +19,456 New
BP
317
BCK Partners
New York
$576K – – –
SC
318
Savant Capital
Illinois
$575K +$573K +19,356 New
GCA
319
Gradient Capital Advisors
California
$573K -$82.1K -2,772 -13%
AWE
320
Avidian Wealth Enterprises
Texas
$552K +$9.87K +333 +2%
VT
321
Vise Technologies
New York
$549K +$59.8K +2,017 +12%
PSCM
322
Per Stirling Capital Management
Texas
$547K +$69.7K +2,354 +15%
FFA
323
Fragasso Financial Advisors
Pennsylvania
$546K -$384K -12,959 -41%
UCB
324
United Community Bank
South Carolina
$545K -$1.24K -42 -0.2%
SSWM
325
Sheets Smith Wealth Management
North Carolina
$545K +$12.7K +427 +2%
11 12
13
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