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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
GVAG
427
Great Valley Advisor Group
Delaware
$248K +$247K +8,200 New
SW
428
Simplicity Wealth
New Jersey
$247K -$258K -8,551 -51%
LWMM
429
Legacy Wealth Management (Mississippi)
Mississippi
$247K +$10.3K +342 +4%
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$245K +$603 +20 +0.2%
OWP
431
Obermeyer Wealth Partners
Colorado
$242K
PFM
432
Phillips Financial Management
Indiana
$241K
WIA
433
World Investment Advisors
California
$240K -$80K -2,651 -25%
Brown Advisory
434
Brown Advisory
Maryland
$237K
KFP
435
Keener Financial Planning
Texas
$236K +$8.81K +292 +4%
JSSH
436
J. Safra Sarasin Holding
$235K
CCA
437
Cadent Capital Advisors
Oklahoma
$232K +$2.62K +87 +1%
AWM
438
Activest Wealth Management
Florida
$231K +$2.59K +86 +1%
TCM
439
Towercrest Capital Management
Pennsylvania
$229K +$9.41K +312 +4%
MSA
440
Marino Stram & Associates
Massachusetts
$224K +$223K +7,383 New
NEWAS
441
N.E.W. Advisory Services
Wisconsin
$221K -$9.77K -324 -4%
BTWM
442
Brass Tax Wealth Management
Ohio
$221K -$35.3K -1,170 -14%
XPN
443
XY Planning Network
Montana
$220K
CFP
444
Cypress Financial Planning
New Jersey
$219K +$4.1K +136 +2%
HC
445
Headland Capital
South Carolina
$217K +$3.08K +102 +1%
UFA
446
Uptown Financial Advisors
Texas
$216K
NB
447
NBT Bank
New York
$215K
AWMG
448
Alliance Wealth Management Group
New Jersey
$213K +$5.13K +170 +2%
HNWAG
449
High Net Worth Advisory Group
Florida
$212K
CTA
450
Chesley Taft & Associates
Illinois
$206K -$4.13K -137 -2%