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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$249K
RI
427
Rinkey Investments
California
$248K +$8.07K +269 +3%
CIP
428
Capital Insight Partners
Arizona
$245K -$6.68M -222,633 -96%
ARC
429
Advisor Resource Council
Texas
$245K -$7.1M -236,734 -97%
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$244K -$870 -29 -0.4%
GL
431
Graypoint LLC
New York
$242K +$241K +8,031 New
OWP
432
Obermeyer Wealth Partners
Colorado
$241K
PFM
433
Phillips Financial Management
Indiana
$240K
AWAG
434
ARS Wealth Advisors Group
Florida
$240K +$15K +500 +7%
Brown Advisory
435
Brown Advisory
Maryland
$236K +$24.6K +820 +12%
LWMM
436
Legacy Wealth Management (Mississippi)
Mississippi
$236K +$234K +7,806 New
JSSH
437
J. Safra Sarasin Holding
$234K
XT
438
XTX Topco
Cayman Islands
$232K +$231K +7,699 New
NEWAS
439
N.E.W. Advisory Services
Wisconsin
$230K -$7.36M -245,222 -97%
CCA
440
Cadent Capital Advisors
Oklahoma
$229K +$2.67K +89 +1%
CAL
441
Capital Advisors Ltd
Ohio
$229K
TFP
442
Traction Financial Partners
Wyoming
$228K +$227K +7,568 New
AWM
443
Activest Wealth Management
Florida
$228K +$2.64K +88 +1%
KFP
444
Keener Financial Planning
Texas
$226K -$34.3K -1,142 -13%
DWM
445
Diversify Wealth Management
Utah
$224K -$64K -2,134 -22%
XPN
446
XY Planning Network
Montana
$220K +$219K +7,287 New
TCM
447
Towercrest Capital Management
Pennsylvania
$219K -$7.68K -256 -3%
ANTB
448
AMG National Trust Bank
Colorado
$219K +$218K +7,252 New
UFA
449
Uptown Financial Advisors
Texas
$215K
CFP
450
Cypress Financial Planning
New Jersey
$215K +$2.46K +82 +1%