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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
426
Phillips Financial Management
Indiana
$237K -$6.26K -209 -3%
KFG
427
Kelly Financial Group
Connecticut
$235K +$236K +7,882 New
JSSH
428
J. Safra Sarasin Holding
$232K
CFP
429
Cascade Financial Partners
California
$229K +$18K +600 +9%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$228K +$229K +7,631 New
FNWA
431
Financial Network Wealth Advisors
Utah
$227K -$176K -5,865 -44%
CAL
432
Capital Advisors Ltd
Ohio
$227K
KCFA
433
Key Client Fiduciary Advisors
New Jersey
$227K
TCM
434
Towercrest Capital Management
Pennsylvania
$226K +$1.95K +65 +0.8%
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$225K +$226K +7,536 New
HC
436
Headland Capital
South Carolina
$225K +$225K +7,519 New
CCA
437
Cadent Capital Advisors
Oklahoma
$222K +$3.57K +119 +2%
OPPS
438
Obsidian Personal Planning Solutions
Maryland
$221K +$221K +7,375 New
AWM
439
Activest Wealth Management
Florida
$221K +$3.54K +118 +2%
RI
440
Rinkey Investments
California
$219K
CPCP
441
Cedar Point Capital Partners
Iowa
$219K -$1.38K -46 -0.6%
AWMG
442
Alliance Wealth Management Group
New Jersey
$215K +$1.53K +51 +0.7%
UFA
443
Uptown Financial Advisors
Texas
$212K +$213K +7,115 New
CTA
444
Chesley Taft & Associates
Illinois
$212K +$8.48K +283 +4%
HNWAG
445
High Net Worth Advisory Group
Florida
$209K
Brown Advisory
446
Brown Advisory
Maryland
$209K
PI
447
PFG Investments
New York
$206K +$1.35K +45 +0.7%
CFP
448
Cypress Financial Planning
New Jersey
$205K +$2.55K +85 +1%
AA
449
Alesco Advisors
New York
$205K +$4.2K +140 +2%
IIM
450
InTrack Investment Management
Vermont
$202K -$24.2K -807 -11%