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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
401
Bank of Jackson Hole Trust
Wyoming
$291K +$27K +900 +10%
DWM
402
Diversify Wealth Management
Utah
$288K -$68.4K -2,283 -19%
SW
403
SkyOak Wealth
Michigan
$286K – – –
RP
404
Reinhart Partners
Wisconsin
$286K – – –
MYIA
405
Mount Yale Investment Advisors
Colorado
$285K +$284K +9,477 New
NG
406
Norden Group
Utah
$285K -$30.8K -1,028 -10%
OWA
407
Octavia Wealth Advisors
Ohio
$285K – – –
WIA
408
World Investment Advisors
California
$283K -$106K -3,525 -27%
BTWM
409
Brass Tax Wealth Management
Ohio
$282K -$7.22K -241 -3%
LGW
410
Leslie Global Wealth
Illinois
$281K +$279K +9,325 New
NCM
411
Narwhal Capital Management
Georgia
$280K +$279K +9,304 New
SCA
412
Snowden Capital Advisors
New York
$264K – – –
KFP
413
Keener Financial Planning
Texas
$260K -$6.38K -213 -2%
CPCP
414
Cedar Point Capital Partners
Iowa
$252K +$31.8K +1,060 +14%
CWM
415
Collaborative Wealth Management
Florida
$251K +$6.89K +230 +3%
HC
416
Headland Capital
South Carolina
$249K +$22.2K +742 +10%
MWM
417
Modera Wealth Management
New Jersey
$248K -$5.51K -184 -2%
MIH
418
Meitav Investment House
Israel
$247K -$33.2K -1,109 -12%
IRC
419
Investors Research Corp
Georgia
$247K +$659 +22 +0.3%
HAIM
420
Hunter Associates Investment Management
Pennsylvania
$244K -$30K -1,003 -11%
PWAM
421
Private Wealth Asset Management
Iowa
$244K +$243K +8,100 New
CAM
422
Cresset Asset Management
Illinois
$242K +$30 +1 +0%
OWP
423
Obermeyer Wealth Partners
Colorado
$240K – – –
RI
424
Rinkey Investments
California
$239K +$18.1K +604 +8%
PFM
425
Phillips Financial Management
Indiana
$239K – – –
15 16
17
18 19