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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
401
Cornerstone Planning Group
New Jersey
$315K +$85.4K +2,830 New
MGIA
402
Moneta Group Investment Advisors
Missouri
$310K -$9.05K -300 -3%
RFN
403
RDA Financial Network
Iowa
$307K -$1.96K -65 -0.6%
MC
404
Mathes Company
New York
$303K – – –
WWM
405
WT Wealth Management
Arizona
$303K – – –
HI
406
Harbour Investments
Wisconsin
$302K +$50K +1,657 +20%
HIIFS
407
Harel Insurance Investments & Financial Services
Israel
$299K – – –
AAM
408
Augustine Asset Management
Florida
$294K +$2.2K +73 +0.8%
BOJHT
409
Bank of Jackson Hole Trust
Wyoming
$290K -$3.02K -100 -1%
OWA
410
Octavia Wealth Advisors
Ohio
$288K +$287K +9,512 New
SW
411
SkyOak Wealth
Michigan
$288K – – –
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$288K – – –
RP
413
Reinhart Partners
Wisconsin
$288K – – –
FCB
414
First County Bank
Connecticut
$286K +$23.9K +792 +9%
DI
415
Diligent Investors
California
$283K -$10.9K -363 -4%
NG
416
Norden Group
Utah
$283K -$905 -30 -0.3%
NCM
417
Narwhal Capital Management
Georgia
$282K +$5.61K +186 +2%
PI
418
PFG Investments
New York
$276K +$5.94K +197 +2%
CPCP
419
Cedar Point Capital Partners
Iowa
$275K +$13.3K +440 +5%
RI
420
Rinkey Investments
California
$269K +$19.6K +651 +8%
SCA
421
Snowden Capital Advisors
New York
$266K – – –
NFP
422
Narus Financial Partners
Utah
$265K -$68.7K -2,276 -21%
AWAG
423
ARS Wealth Advisors Group
Florida
$261K +$20.1K +665 +8%
IRC
424
Investors Research Corp
Georgia
$260K +$4.1K +136 +2%
SMA
425
Sage Mountain Advisors
Georgia
$257K +$256K +8,500 New
15 16
17
18 19