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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
326
United Community Bank
South Carolina
$548K +$10.6K +356 +2%
AWE
327
Avidian Wealth Enterprises
Texas
$543K +$145K +4,863 +36%
LA
328
Lifeworks Advisors
Michigan
$540K -$3.63K -122 -0.7%
MWM
329
Marion Wealth Management
Pennsylvania
$539K -$25.7K -865 -5%
SSWM
330
Sheets Smith Wealth Management
North Carolina
$534K +$8.96K +301 +2%
BG
331
Benedetti & Gucer
Georgia
$534K -$38.4K -1,289 -7%
TFG
332
Tilson Financial Group
New Jersey
$524K +$96.9K +3,258 +23%
WWM
333
WJ Wealth Management
Arizona
$522K -$55K -1,850 -10%
NA
334
Nottingham Advisors
New York
$521K – – –
MWM
335
Mascoma Wealth Management
New Hampshire
$512K -$6.02M -202,379 -92%
VT
336
Vise Technologies
New York
$490K -$127K -4,262 -21%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$485K -$319K -10,711 -40%
PSCM
338
Per Stirling Capital Management
Texas
$478K -$5.47K -184 -1%
JWS
339
Juncture Wealth Strategies
Arizona
$473K +$20K +671 +4%
B
340
Bellecapital
Switzerland
$472K -$36K -1,211 -7%
BIM
341
Breakwater Investment Management
Washington
$472K +$472K +15,857 New
GFG
342
Goldstone Financial Group
Illinois
$466K +$149K +5,005 +47%
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$464K -$952 -32 -0.2%
MCM
344
MidAtlantic Capital Management
Virginia
$462K -$188K -6,307 -29%
GAM
345
GEM Asset Management
Michigan
$457K +$460K +15,460 New
CCM
346
Crabel Capital Management
California
$451K -$169K -5,673 -27%
AA
347
AlphaMark Advisors
Kentucky
$441K -$14.9K -500 -3%
AA
348
AJ Advisors
Tennessee
$438K -$6.49K -218 -1%
MIFH
349
Migdal Insurance & Financial Holdings
Israel
$437K +$252K +8,480 +137%
BAM
350
Belpointe Asset Management
Nevada
$435K +$11.9K +400 +3%
12 13
14
15 16