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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
351
Tortoise Investment Management
New York
$157K -$85.2K -2,715 -35%
CIAS
352
Capital Investment Advisory Services
North Carolina
$156K -$86.2K -2,747 -36%
AP
353
Atwood & Palmer
Missouri
$148K -$336K -10,710 -69%
HWA
354
HHM Wealth Advisors
Tennessee
$147K +$147K +4,690 New
CT
355
Caldwell Trust
Florida
$146K – – –
FCH
356
Freestone Capital Holdings
Washington
$129K +$126K +4,022 +5,028%
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$127K -$7.84K -250 -6%
AP
358
Arlington Partners
Alabama
$121K – – –
MAM
359
Marquette Asset Management
Minnesota
$119K -$12K -383 -9%
CAAS
360
Capital Asset Advisory Services
Michigan
$111K -$1.47K -47 -1%
FF
361
FourThought Financial
Florida
$109K +$110K +3,500 New
TAM
362
Tucker Asset Management
Colorado
$105K +$105K +3,344 New
GRP
363
Global Retirement Partners
California
$101K – – –
RWA
364
Ropes Wealth Advisors
Massachusetts
$99K -$16.9K -539 -15%
CWM
365
Consultiva Wealth Management
Puerto Rico
$95K +$94.9K +3,026 New
TPCW
366
TD Private Client Wealth
New York
$91.6K +$82.1K +2,616 +872%
RA
367
Reby Advisors
Connecticut
$87K +$86.5K +2,757 New
SIC
368
Salem Investment Counselors
North Carolina
$85K – – –
CFA
369
Carroll Financial Associates
North Carolina
$81K – – –
KC
370
Kinloch Capital
Virginia
$75K +$75.3K +2,400 New
MIM
371
Merrion Investment Management
New Jersey
$68K +$67.5K +2,152 New
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$9.35K +298 +16%
FPCG
373
Fort Pitt Capital Group
Pennsylvania
$66K +$66.1K +2,107 New
BBHC
374
Brown Brothers Harriman & Co
New York
$61K – – –
SL
375
Savior LLC
Massachusetts
$61K +$220 +7 +0.4%
13 14
15
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