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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
351
Towercrest Capital Management
Pennsylvania
$435K +$47.3K +1,610 +12%
NFP
352
Narus Financial Partners
Utah
$432K +$5.05K +172 +1%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$429K +$61.7K +2,101 +17%
PP
354
PrairieView Partners
Minnesota
$424K -$60.3K -2,053 -12%
CGFA
355
Colton Groome Financial Advisors
North Carolina
$422K +$98.2K +3,343 +30%
RIA
356
Realta Investment Advisors
Delaware
$416K – – –
FIA
357
Foundations Investment Advisors
Arizona
$413K +$414K +14,096 New
SRC
358
Shufro Rose & Co
New York
$410K +$411K +14,000 New
AWAU
359
Alliance Wealth Advisors (Utah)
Utah
$410K +$23.9K +815 +6%
ASFA
360
All Season Financial Advisors
Colorado
$410K -$382K -12,998 -48%
AF
361
Advisornet Financial
Minnesota
$409K -$13.4K -456 -3%
CSA
362
Cottage Street Advisors
Massachusetts
$403K -$87.4K -2,977 -18%
JWCA
363
J.W. Cole Advisors
Florida
$403K +$23.3K +792 +6%
SGAM
364
Stephens Group Asset Management
Arkansas
$401K -$11K -375 -3%
BCI
365
Brinker Capital Investments
Pennsylvania
$396K -$64.6K -2,201 -14%
OPS
366
Orion Portfolio Solutions
Nebraska
$396K -$64.6K -2,201 -14%
BMD
367
Better Money Decisions
New Mexico
$396K +$4.08K +139 +1%
WA
368
WBH Advisory
Maryland
$396K +$31.5K +1,074 +9%
PTC
369
Private Trust Company
Ohio
$382K -$55.4K -1,886 -13%
FEG
370
Financial Enhancement Group
Indiana
$380K +$5.76K +196 +2%
CAG
371
Crestwood Advisors Group
Massachusetts
$377K +$377K +12,850 New
PFM
372
Phillips Financial Management
Indiana
$373K +$910 +31 +0.2%
PWM
373
Perigon Wealth Management
California
$369K +$17.7K +602 +5%
AWE
374
Avidian Wealth Enterprises
Texas
$369K +$39.5K +1,345 +12%
CCG
375
Ceeto Capital Group
Florida
$367K – – –
13 14
15
16 17