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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
426
Cypress Financial Planning
New Jersey
$307K +$13.1K +435 +4%
ITB
427
Idaho Trust Bank
Idaho
$304K -$84.3K -2,809 -22%
SI
428
SimpliFi Inc
California
$303K -$38.1K -1,269 -11%
WWM
429
WT Wealth Management
Arizona
$300K – – –
MC
430
Mathes Company
New York
$300K – – –
NG
431
Norden Group
Utah
$300K +$23.6K +787 +9%
NGA
432
Naples Global Advisors
Florida
$298K +$9K +300 +3%
HIIFS
433
Harel Insurance Investments & Financial Services
Israel
$296K +$296K +9,875 New
WAG
434
Wallace Advisory Group
California
$294K +$294K +9,797 New
AWM
435
AE Wealth Management
Kansas
$286K -$29.8K -994 -9%
SW
436
SkyOak Wealth
Michigan
$285K – – –
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K – – –
RP
438
Reinhart Partners
Wisconsin
$285K – – –
RI
439
Rinkey Investments
California
$284K +$15.4K +512 +6%
AWE
440
Avidian Wealth Enterprises
Texas
$282K – – –
IRC
441
Investors Research Corp
Georgia
$281K +$8.55K +285 +3%
AWAG
442
ARS Wealth Advisors Group
Florida
$277K – – –
NL
443
NWAM LLC
Washington
$276K +$276K +9,209 New
NB
444
NBH Bank
Colorado
$271K +$271K +9,023 New
SCA
445
Snowden Capital Advisors
New York
$267K +$360 +12 +0.1%
QC
446
Quadrature Capital
United Kingdom
$257K +$257K +8,555 New
RWM
447
Rialto Wealth Management
New York
$256K +$90.2K +3,005 +54%
DC
448
Destiny Capital
Colorado
$255K -$64.9K -2,164 -20%
BFO
449
Boston Family Office
Massachusetts
$248K – – –
MWM
450
Modera Wealth Management
New Jersey
$247K – – –
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