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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
351
Realta Investment Advisors
Delaware
$328K +$13.8K +444 +4%
FT
352
Fiduciary Trust
Massachusetts
$325K -$7.92K -255 -2%
KMWM
353
Keudell/Morrison Wealth Management
Oregon
$324K -$267K -8,600 -45%
AFS
354
AFG Fiduciary Services
Massachusetts
$324K +$325K +10,473 New
WWM
355
Western Wealth Management
Colorado
$323K +$322K +10,382 New
TIA
356
Tiemann Investment Advisors
California
$321K – – –
BFA
357
Beaumont Financial Advisors
Massachusetts
$319K – – –
BA
358
Bridgewater Advisors
New York
$316K +$317K +10,190 New
FWM
359
FFT Wealth Management
Pennsylvania
$315K +$342 +11 +0.1%
HIIFS
360
Harel Insurance Investments & Financial Services
Israel
$306K – – –
NFG
361
Next Financial Group
Texas
$306K +$10.9K +350 +4%
UFA
362
US Financial Advisors
Massachusetts
$299K -$2.36K -76 -0.8%
AIA
363
Alera Investment Advisors
Illinois
$294K -$80.9K -2,606 -22%
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
$292K – – –
AUIM
365
Aegon USA Investment Management
Iowa
$291K – – –
SW
366
SteelPeak Wealth
California
$290K -$340K -10,939 -54%
SSWM
367
Sheets Smith Wealth Management
North Carolina
$287K -$15.5K -498 -5%
MIH
368
Meitav Investment House
Israel
$282K -$64K -2,059 -18%
LP
369
LGL Partners
Pennsylvania
$279K +$1.24K +40 +0.4%
AAM
370
Augustine Asset Management
Florida
$275K +$60.7K +1,953 +28%
BAS
371
Brown Advisory Securities
Maryland
$274K -$373K -12,000 -57%
CIC
372
Carnegie Investment Counsel
Ohio
$274K -$115K -3,718 -30%
BG
373
Benedetti & Gucer
Georgia
$271K – – –
TLFA
374
True Link Financial Advisors
California
$269K – – –
CAL
375
Capital Advisors Ltd
Ohio
$267K +$43.4K +1,398 +19%
13 14
15
16 17