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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
376
B. Riley Wealth Advisors
Florida
$426K -$64.6K -2,190 -13%
SFG
377
SNS Financial Group
Minnesota
$422K -$86.5K -2,933 -17%
RIA
378
Realta Investment Advisors
Delaware
$419K -$1.3K -44 -0.3%
PIA
379
Perennial Investment Advisors
California
$416K +$414K +14,047 New
BCI
380
Brinker Capital Investments
Pennsylvania
$415K -$3.49M -118,454 -89%
OPS
381
Orion Portfolio Solutions
Nebraska
$415K +$161K +5,468 +64%
BW
382
Bison Wealth
Georgia
$414K -$46.5K -1,576 -10%
FEG
383
Financial Enhancement Group
Indiana
$405K -$13.2K -449 -3%
CIP
384
Capital Insight Partners
Arizona
$404K -$657K -22,283 -62%
CHC
385
City Holding Co
West Virginia
$400K +$373K +12,654 +1,523%
NFP
386
Narus Financial Partners
Utah
$396K +$19K +643 +5%
SGAM
387
Stephens Group Asset Management
Arkansas
$396K -$149K -5,055 -27%
BMD
388
Better Money Decisions
New Mexico
$392K +$2.95K +100 +0.8%
AWAU
389
Alliance Wealth Advisors (Utah)
Utah
$392K -$18.9K -639 -5%
CT
390
Columbia Trust
Oregon
$389K – – –
AF
391
Advisornet Financial
Minnesota
$382K +$9.62K +326 +3%
BPA
392
Beacon Pointe Advisors
California
$379K +$4.9K +166 +1%
WA
393
WBH Advisory
Maryland
$373K +$372K +12,602 New
CCG
394
Ceeto Capital Group
Florida
$370K – – –
GRP
395
Global Retirement Partners
California
$369K +$26.6K +901 +8%
JWCA
396
J.W. Cole Advisors
Florida
$367K +$34K +1,151 +10%
FCMT
397
Founders Capital Management (Texas)
Texas
$357K -$2.33K -79 -0.7%
PFM
398
Phillips Financial Management
Indiana
$355K +$472 +16 +0.1%
DA
399
Detalus Advisors
Missouri
$355K -$383 -13 -0.1%
SSWM
400
Sheets Smith Wealth Management
North Carolina
$354K +$77.3K +2,621 +28%
14 15
16
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