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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
376
Integrity Wealth Solutions
Colorado
$312K +$62.9K +2,096 +26%
WIA
377
World Investment Advisors
California
$310K +$307K +10,236 New
RIA
378
Realta Investment Advisors
Delaware
$305K -$4.05K -135 -1%
DI
379
Diligent Investors
California
$305K +$1.35K +45 +0.4%
MC
380
Mathes Company
New York
$303K – – –
WWM
381
WT Wealth Management
Arizona
$301K – – –
HIIFS
382
Harel Insurance Investments & Financial Services
Israel
$299K – – –
IWP
383
IAG Wealth Partners
Wisconsin
$297K -$37.4K -1,248 -11%
NHT
384
New Hampshire Trust
New Hampshire
$296K +$18.8K +627 +7%
AIM
385
Anchor Investment Management
South Carolina
$294K – – –
SW
386
SkyOak Wealth
Michigan
$288K – – –
RP
387
Reinhart Partners
Wisconsin
$288K – – –
OWA
388
Octavia Wealth Advisors
Ohio
$286K – – –
BMD
389
Better Money Decisions
New Mexico
$286K +$3.48K +116 +1%
MIH
390
Meitav Investment House
Israel
$282K – – –
BW
391
Bison Wealth
Georgia
$279K -$70.7K -2,357 -20%
BPFA
392
Barnes Pettey Financial Advisors
Mississippi
$279K +$16K +534 +6%
KIM
393
Kestra Investment Management
Texas
$273K +$271K +9,028 New
HAIM
394
Hunter Associates Investment Management
Pennsylvania
$270K -$4.5K -150 -2%
SCA
395
Snowden Capital Advisors
New York
$266K -$14K -466 -5%
FFB
396
First Financial Bankshares
Texas
$255K -$46K -1,532 -15%
MWM
397
Modera Wealth Management
New Jersey
$249K – – –
SW
398
Simplicity Wealth
New Jersey
$249K -$82.7K -2,755 -25%
PFM
399
Phillips Financial Management
Indiana
$247K – – –
LA
400
LexAurum Advisors
Kansas
$247K -$48.9K -1,629 -17%
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