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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
351
FFT Wealth Management
Pennsylvania
$307K +$153 +5 +0%
LWAC
352
Laurel Wealth Advisors (California)
California
$306K +$309K +10,139 New
GT
353
Greenleaf Trust
Michigan
$302K +$306K +10,025 New
MC
354
Mathes Company
New York
$301K +$305K +10,000 New
HIIFS
355
Harel Insurance Investments & Financial Services
Israel
$298K – – –
SAM
356
Sawgrass Asset Management
Florida
$285K +$288K +9,443 New
PWMAG
357
Pinnacle Wealth Management Advisory Group
New Jersey
$284K – – –
FA
358
FDx Advisors
Illinois
$283K -$232K -7,592 -45%
AUIM
359
Aegon USA Investment Management
Iowa
$283K – – –
BI
360
Bramshill Investments
Florida
$283K +$287K +9,404 New
AR
361
Apeiron RIA
Texas
$282K -$65.6K -2,149 -19%
UFA
362
US Financial Advisors
Massachusetts
$279K -$11.6K -379 -4%
IWN
363
Independent Wealth Network
Iowa
$278K +$24.5K +804 +10%
MIH
364
Meitav Investment House
Israel
$274K – – –
LP
365
LGL Partners
Pennsylvania
$272K +$458 +15 +0.2%
BCM
366
Brookstone Capital Management
Illinois
$271K +$276K +9,055 New
NWM
367
NEIRG Wealth Management
Massachusetts
$260K +$263K +8,613 New
MBT
368
Montecito Bank & Trust
California
$258K +$261K +8,566 New
CWMGP
369
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$255K -$5.42M -177,610 -95%
AHC
370
Anderson Hoagland & Co
Missouri
$255K – – –
AAM
371
Augustine Asset Management
Florida
$252K -$15.5K -507 -6%
SSWM
372
Sheets Smith Wealth Management
North Carolina
$250K -$30K -984 -11%
FHA
373
Flagship Harbor Advisors
Massachusetts
$247K -$124K -4,048 -33%
RI
374
Rinkey Investments
California
$245K – – –
CIC
375
Carnegie Investment Counsel
Ohio
$244K -$22.9K -750 -8%
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