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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
426
Idaho Trust Bank
Idaho
$304K -$84.3K -2,809 -22%
SI
427
SimpliFi Inc
California
$303K -$38.1K -1,269 -11%
WWM
428
WT Wealth Management
Arizona
$300K – – –
MC
429
Mathes Company
New York
$300K – – –
NG
430
Norden Group
Utah
$300K +$23.6K +787 +9%
NGA
431
Naples Global Advisors
Florida
$298K +$9K +300 +3%
HIIFS
432
Harel Insurance Investments & Financial Services
Israel
$296K +$296K +9,875 New
WAG
433
Wallace Advisory Group
California
$294K +$294K +9,797 New
AWM
434
AE Wealth Management
Kansas
$286K -$29.8K -994 -9%
SW
435
SkyOak Wealth
Michigan
$285K – – –
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K – – –
RP
437
Reinhart Partners
Wisconsin
$285K – – –
RI
438
Rinkey Investments
California
$284K +$15.4K +512 +6%
AWE
439
Avidian Wealth Enterprises
Texas
$282K – – –
IRC
440
Investors Research Corp
Georgia
$281K +$8.55K +285 +3%
AWAG
441
ARS Wealth Advisors Group
Florida
$277K – – –
NL
442
NWAM LLC
Washington
$276K +$276K +9,209 New
NB
443
NBH Bank
Colorado
$271K +$271K +9,023 New
SCA
444
Snowden Capital Advisors
New York
$267K +$360 +12 +0.1%
QC
445
Quadrature Capital
United Kingdom
$257K +$257K +8,555 New
RWM
446
Rialto Wealth Management
New York
$256K +$90.2K +3,005 +54%
DC
447
Destiny Capital
Colorado
$255K -$64.9K -2,164 -20%
BFO
448
Boston Family Office
Massachusetts
$248K – – –
MWM
449
Modera Wealth Management
New Jersey
$247K – – –
TCM
450
Towercrest Capital Management
Pennsylvania
$243K +$3.72K +124 +2%
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