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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
451
Onyx Bridge Wealth Group
New York
$243K +$241K +8,225 New
PFM
452
Parsec Financial Management
North Carolina
$242K +$241K +8,234 New
IRC
453
Investors Research Corp
Georgia
$241K +$17.2K +589 +8%
CSIA
454
Charles Schwab Investment Advisory
California
$238K -$102K -3,492 -30%
PA
455
Pinnacle Associates
New York
$238K – – –
NWM
456
Northwest Wealth Management
Iowa
$236K -$18K -614 -7%
PBO
457
Peoples Bank (Ohio)
Ohio
$235K -$586K -20,008 -71%
LPAM
458
Lodestar Private Asset Management
California
$235K +$234K +7,987 New
OWP
459
Obermeyer Wealth Partners
Colorado
$235K – – –
CMP
460
Coston McIsaac & Partners
Maine
$232K +$232K +7,916 New
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$229K – – –
CAL
462
Capital Advisors Ltd
Ohio
$223K – – –
SWA
463
Stratos Wealth Advisors
Ohio
$222K +$221K +7,561 New
ISWM
464
Independent Solutions Wealth Management
New York
$222K -$29K -991 -12%
AAM
465
Augustine Asset Management
Florida
$218K -$995 -34 -0.5%
OCM
466
One Capital Management
California
$213K -$28K -958 -12%
IWP
467
IAG Wealth Partners
Wisconsin
$212K +$29.1K +994 +16%
FMN
468
Financial Management Network
California
$209K -$60K -2,050 -22%
W
469
WealthOne
New York
$205K +$1.87K +64 +0.9%
CWMGP
470
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$205K +$1.84K +63 +0.9%
UFA
471
US Financial Advisors
Massachusetts
$204K -$37.6K -1,286 -16%
FAM
472
Family Asset Management
South Carolina
$203K +$202K +6,910 New
IHWM
473
Iron Horse Wealth Management
Iowa
$203K +$136K +4,630 +202%
CP
474
Castleview Partners
Texas
$195K – – –
ADL
475
Asset Dedication LLC
California
$187K – – –
17 18
19
20 21