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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
326
Sigma Planning Corp
Michigan
$539K -$36.4K -1,218 -6%
HAS
327
HBW Advisory Services
California
$533K -$13.7K -460 -2%
LWMG
328
Levy Wealth Management Group
Pennsylvania
$524K +$526K +17,610 New
RCA
329
Resonant Capital Advisors
Wisconsin
$519K +$87.7K +2,934 +20%
NRI
330
NFP Retirement Inc
California
$508K +$510K +17,071 New
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$507K -$154K -5,150 -23%
B
332
Bellecapital
Switzerland
$507K – – –
AWE
333
Avidian Wealth Enterprises
Texas
$501K -$48.1K -1,609 -9%
RW
334
REDW Wealth
New Mexico
$493K +$496K +16,593 New
DI
335
Diligent Investors
California
$491K -$4.48K -150 -0.9%
OWA
336
Octavia Wealth Advisors
Ohio
$486K -$13.5K -451 -3%
BW
337
Bison Wealth
Georgia
$485K -$44.7K -1,497 -8%
CFA
338
Compass Financial Advisors
Indiana
$479K -$39.7K -1,330 -8%
MF
339
Meridian Financial
Massachusetts
$479K -$154K -5,147 -24%
UCFA
340
United Capital Financial Advisors
Texas
$478K +$74.5K +2,494 +18%
TAM
341
Tocqueville Asset Management
New York
$476K – – –
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$475K +$50.1K +1,675 +12%
MMA
343
Miracle Mile Advisors
California
$471K -$147K -4,908 -24%
EWM
344
Endurance Wealth Management
Rhode Island
$462K – – –
NFP
345
Narus Financial Partners
Utah
$455K -$220K -7,365 -33%
CCM
346
Crew Capital Management
Ohio
$435K -$27.3K -914 -6%
LWAC
347
Laurel Wealth Advisors (California)
California
$433K +$132K +4,405 +43%
GRP
348
Global Retirement Partners
California
$426K -$31.1K -1,039 -7%
DAS
349
Dynamic Advisor Solutions
Arizona
$426K +$428K +14,326 New
SFG
350
SNS Financial Group
Minnesota
$417K -$75.8K -2,535 -15%
12 13
14
15 16