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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
426
Permit Capital Advisors
Pennsylvania
$101K +$102K +3,357 New
CAAS
427
Capital Asset Advisory Services
Michigan
$89K -$6.47K -212 -7%
SWM
428
Spire Wealth Management
Virginia
$89K +$122 +4 +0.1%
MAM
429
Marquette Asset Management
Minnesota
$84K
SC
430
Stephens Consulting
Michigan
$76.3K +$77.3K +2,534 New
OHWP
431
Oak Harbor Wealth Partners
North Carolina
$72K
IA
432
IFP Advisors
Florida
$71K +$59.8K +1,959 +599%
CIAS
433
Capital Investment Advisory Services
North Carolina
$68K -$15.3K -500 -18%
HWM
434
HighMark Wealth Management
Minnesota
$66K +$49.6K +1,626 +285%
BCWM
435
Bartlett & Co Wealth Management
Ohio
$65.2K +$66.1K +2,165 New
BC
436
Bartlett & Co
Ohio
$65K +$66.1K +2,165 New
FAG
437
Fortitude Advisory Group
Washington
$64K
HWA
438
Heritage Wealth Advisors
Virginia
$60K +$60.5K +1,983 New
AA
439
Addison Advisors
Vermont
$57K +$53.3K +1,748 +1,128%
EWA
440
EverSource Wealth Advisors
Alabama
$54K -$15.7K -513 -22%
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$54K -$2.62K -86 -5%
RWA
442
RGT Wealth Advisors
Texas
$54K
TIM
443
Tortoise Investment Management
New York
$53K
WB
444
Webster Bank
Connecticut
$52K -$39.4K -1,291 -43%
1IA
445
1834 Investment Advisors
Wisconsin
$51K -$80.9K -2,652 -61%
BWM
446
BerganKDV Wealth Management
Minnesota
$48K
RCM
447
Raleigh Capital Management
North Carolina
$47K -$1.71K -56 -3%
WAS
448
Winch Advisory Services
Wisconsin
$45K -$2.59K -85 -5%
WT
449
Washington Trust
Rhode Island
$44K
AP
450
Atwood & Palmer
Missouri
$43K -$76.3K -2,500 -64%