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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Activest Wealth Management
Florida
$210K +$3.21K +109 +2%
HNWAG
452
High Net Worth Advisory Group
Florida
$208K -$18.7K -637 -8%
HI
453
Harbour Investments
Wisconsin
$198K -$102K -3,457 -34%
AFWM
454
Abich Financial Wealth Management
Virginia
$197K +$195K +6,631 New
ADL
455
Asset Dedication LLC
California
$190K – – –
MIFH
456
Migdal Insurance & Financial Holdings
Israel
$184K -$12.5K -425 -6%
AAM
457
Advisors Asset Management
Colorado
$183K +$75.5K +2,567 +72%
APC
458
Aspire Private Capital
North Carolina
$170K +$108K +3,669 +179%
UB
459
UMB Bank
Missouri
$164K – – –
NS
460
NBC Securities
Alabama
$160K +$10.8K +367 +7%
ACA
461
Atlas Capital Advisors
Wyoming
$151K – – –
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K +$136K +4,624 New
CWC
463
Carolinas Wealth Consulting
North Carolina
$133K +$131K +4,455 New
RG
464
Retirement Group
California
$125K +$883 +30 +0.7%
MWM
465
MGB Wealth Management
Texas
$124K +$122K +4,150 New
GI
466
Gradient Investments
Minnesota
$120K -$44.6K -1,515 -27%
BTI
467
Blue Trust Inc
Georgia
$113K +$6.92K +235 +6%
IHWM
468
Iron Horse Wealth Management
Iowa
$105K +$2.91K +99 +3%
WIM
469
Westside Investment Management
California
$103K +$14.7K +500 +17%
YDMI
470
Y.D. More Investments
Israel
$101K – – –
OIA
471
Optimum Investment Advisors
Illinois
$98.3K -$50K -1,700 -34%
IA
472
IFP Advisors
Florida
$93.6K +$77.6K +2,638 +522%
BL
473
BFSG LLC
California
$90.6K +$89.6K +3,043 New
SC
474
SouthState Corp
Florida
$86.2K +$85.2K +2,896 New
WT
475
Washington Trust
Rhode Island
$70.7K +$28.7K +975 +70%
17 18
19
20 21