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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
301
Destiny Capital
Colorado
$670K -$26.4K -880 -4%
APWM
302
Argonautica Private Wealth Management
Massachusetts
$664K +$16.3K +544 +3%
IWC
303
Integrated Wealth Concepts
Massachusetts
$651K +$22K +732 +4%
CGFA
304
Colton Groome Financial Advisors
North Carolina
$651K +$14.5K +482 +2%
APW
305
Austin Private Wealth
Texas
$644K +$3.9K +130 +0.6%
PSCM
306
Per Stirling Capital Management
Texas
$636K +$77.7K +2,589 +14%
RPCA
307
Running Point Capital Advisors
California
$623K +$11K +368 +2%
GVAG
308
Great Valley Advisor Group
Delaware
$618K +$209K +6,970 +52%
WWM
309
Western Wealth Management
Colorado
$617K -$111K -3,691 -15%
MSF
310
Mustard Seed Financial
Arkansas
$617K +$15.8K +527 +3%
GGS
311
Galvin Gaustad & Stein
Arizona
$615K -$19.1K -635 -3%
BWA
312
Beam Wealth Advisors
Louisiana
$609K +$19.3K +644 +3%
AAM
313
Advisors Asset Management
Colorado
$600K +$163K +5,445 +38%
BP
314
BCK Partners
New York
$587K – – –
NA
315
Nottingham Advisors
New York
$587K +$56.6K +1,886 +11%
AWE
316
Avidian Wealth Enterprises
Texas
$586K +$23.8K +792 +4%
YIA
317
YHB Investment Advisors
Connecticut
$586K +$79.9K +2,663 +16%
GCA
318
Gradient Capital Advisors
California
$585K +$390 +13 +0.1%
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$561K +$39.3K +1,311 +8%
BCM
320
Brookstone Capital Management
Illinois
$559K +$135K +4,516 +32%
UCB
321
United Community Bank
South Carolina
$556K – – –
TFG
322
Tilson Financial Group
New Jersey
$556K +$25K +833 +5%
MWM
323
Marion Wealth Management
Pennsylvania
$549K +$120 +4 +0%
KWA
324
Kingswood Wealth Advisors
California
$547K +$150 +5 +0%
SC
325
Savant Capital
Illinois
$540K -$46K -1,534 -8%
11 12
13
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