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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
326
Capital Asset Advisory Services
Michigan
$105K +$19K +612 +22%
SIC
327
Salem Investment Counselors
North Carolina
$85K – – –
CFA
328
Carroll Financial Associates
North Carolina
$81K +$80.2K +2,588 New
WAS
329
Winch Advisory Services
Wisconsin
$77K -$1.24K -40 -2%
SPIA
330
Steward Partners Investment Advisory
New York
$76K +$12.9K +415 +21%
PA
331
Procyon Advisors
Connecticut
$72K +$13.6K +439 +24%
TL
332
TrueWealth LLC
Georgia
$64K – – –
BBHC
333
Brown Brothers Harriman & Co
New York
$61K +$60.2K +1,941 New
PWP
334
Principle Wealth Partners
Connecticut
$54K +$53.4K +1,721 New
FRA
335
Front Row Advisors
California
$52K – – –
CAL
336
Capital Advisors Ltd
Ohio
$51K – – –
BWM
337
BerganKDV Wealth Management
Minnesota
$50K – – –
MA
338
MCF Advisors
Kentucky
$49K +$17.6K +567 +57%
TWP
339
TFO Wealth Partners
Ohio
$47K – – –
RCA
340
Rowland Carmichael Advisors
Arizona
$38K – – –
IRC
341
Investors Research Corp
Georgia
$38K +$14.8K +478 +66%
PA
342
Parallel Advisors
California
$35K +$19.6K +631 +124%
WP
343
WealthShield Partners
North Carolina
$34K -$6.08K -196 -15%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$403 -13 -1%
BWP
345
Baldwin Wealth Partners
Massachusetts
$31K – – –
MAWCM
346
Mine & Arao Wealth Creation & Management
California
$31K – – –
BCWM
347
Bartlett & Co Wealth Management
Ohio
$30.2K – – –
BC
348
Bartlett & Co
Ohio
$30K – – –
CAC
349
Certified Advisory Corp
Florida
$30K – – –
EDRH
350
Edmond de Rothschild Holding
Switzerland
$29K – – –
12 13
14
15 16