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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
376
Idaho Trust Bank
Idaho
$442K -$40.2K -1,330 -8%
APA
377
Astoria Portfolio Advisors
New York
$441K -$67.4K -2,230 -13%
ACM
378
Adalta Capital Management
New York
$439K +$439K +14,543 New
SCA
379
Sulzberger Capital Advisors
Florida
$439K – – –
BP
380
BCK Partners
New York
$429K – – –
JWS
381
Juncture Wealth Strategies
Arizona
$427K -$30 -1 -0%
IWP
382
IAG Wealth Partners
Wisconsin
$424K +$90.2K +2,986 +27%
IWS
383
Integrity Wealth Solutions
Colorado
$424K +$80.4K +2,661 +23%
RBWA
384
RFG - Bristol Wealth Advisors
Massachusetts
$424K +$39.4K +1,305 +10%
FG
385
Fiduciary Group
Georgia
$415K +$24.9K +824 +6%
TFP
386
Tilia Fiduciary Partners
North Carolina
$407K +$407K +13,471 New
DC
387
Destiny Capital
Colorado
$404K – – –
SWTS
388
Stonehaven Wealth & Tax Solutions
Wisconsin
$403K +$37.4K +1,237 +10%
BWA
389
Beam Wealth Advisors
Louisiana
$403K -$114K -3,774 -22%
LDB
390
Lee, Danner & Bass
Tennessee
$400K – – –
JRPIM
391
Journey Retirement Planning & Investment Management
Idaho
$398K +$398K +13,184 New
GWM
392
GK Wealth Management
Nevada
$394K -$63.1K -2,088 -14%
OCA
393
Odyssey Capital Advisors
Pennsylvania
$391K +$392K +12,959 New
OMC
394
Old Mission Capital
Illinois
$390K -$7.52M -248,934 -95%
BWFA
395
Baltimore-Washington Financial Advisors
Maryland
$380K -$3.9K -129 -1%
LSPW
396
Lake Street Private Wealth
Illinois
$378K +$11.6K +384 +3%
CCG
397
Ceeto Capital Group
Florida
$378K – – –
MSA
398
Marino Stram & Associates
Massachusetts
$378K +$155K +5,118 +69%
BC
399
BDFS Capital
Delaware
$377K +$377K +12,472 New
CCFM
400
Clear Creek Financial Management
Washington
$364K -$5.74K -190 -2%
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16
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