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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
426
Diligent Investors
California
$282K -$363 -12 -0.1%
BOJHT
427
Bank of Jackson Hole Trust
Wyoming
$280K -$9.16K -303 -3%
OWA
428
Octavia Wealth Advisors
Ohio
$279K -$8.1K -268 -3%
AWAG
429
ARS Wealth Advisors Group
Florida
$278K +$18.6K +615 +7%
NG
430
Norden Group
Utah
$271K -$10.2K -339 -4%
RI
431
Rinkey Investments
California
$270K +$2K +66 +0.7%
SCA
432
Snowden Capital Advisors
New York
$269K +$3.78K +125 +1%
IRC
433
Investors Research Corp
Georgia
$269K +$9.07K +300 +3%
HI
434
Harbour Investments
Wisconsin
$268K -$32.9K -1,087 -11%
CFP
435
Cypress Financial Planning
New Jersey
$262K +$43.6K +1,444 +20%
GVAG
436
Great Valley Advisor Group
Delaware
$258K +$10.3K +342 +4%
AT
437
Adelphi Trust
Florida
$257K +$257K +8,513 New
AMG
438
APS Management Group
California
$256K -$1.42M -46,890 -85%
LMFP
439
Larry Mathis Financial Planning
Arizona
$255K +$255K +8,448 New
NFP
440
Narus Financial Partners
Utah
$255K -$8.82K -292 -3%
BFO
441
Boston Family Office
Massachusetts
$250K +$250K +8,280 New
MWM
442
Modera Wealth Management
New Jersey
$249K – – –
SW
443
Simplicity Wealth
New Jersey
$244K -$2.75K -91 -1%
OWP
444
Obermeyer Wealth Partners
Colorado
$241K – – –
PFM
445
Phillips Financial Management
Indiana
$240K – – –
PA
446
Perennial Advisors
New York
$237K -$121K -4,020 -34%
TCM
447
Towercrest Capital Management
Pennsylvania
$236K +$7.95K +263 +3%
CCA
448
Cadent Capital Advisors
Oklahoma
$235K +$3.42K +113 +1%
XT
449
XTX Topco
Cayman Islands
$235K +$235K +7,776 New
JSSH
450
J. Safra Sarasin Holding
$234K – – –
16 17
18
19 20