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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Continuum Advisory
Idaho
$231K +$1.63K +54 +0.7%
NCM
452
Narwhal Capital Management
Georgia
$230K -$55.4K -1,836 -19%
SCP
453
Stevens Capital Partners
Nebraska
$230K +$231K +7,643 New
AWMG
454
Alliance Wealth Management Group
New Jersey
$224K +$5.04K +167 +2%
CFS
455
Coordinated Financial Services
Colorado
$219K +$6.82K +226 +3%
WAN
456
Wealth Advisors Northwest
Oregon
$219K +$219K +7,268 New
OWA
457
Octavia Wealth Advisors
Ohio
$217K -$61.5K -2,038 -22%
UFA
458
Uptown Financial Advisors
Texas
$214K – – –
PI
459
PFG Investments
New York
$213K +$392 +13 +0.2%
NB
460
NBT Bank
New York
$213K – – –
SLP
461
Storen Legacy Partners
Indiana
$211K +$815 +27 +0.4%
HNWAG
462
High Net Worth Advisory Group
Florida
$210K – – –
CAL
463
Capital Analysts LLC
Pennsylvania
$207K +$112K +3,706 +117%
KFP
464
Keener Financial Planning
Texas
$203K +$204K +6,760 New
XT
465
XTX Topco
Cayman Islands
$202K -$31.7K -1,050 -14%
BBA
466
Braun-Bostich & Associates
Pennsylvania
$201K +$202K +6,693 New
MOS
467
MGO One Seven
Ohio
$200K -$242K -8,009 -55%
HAIM
468
Hunter Associates Investment Management
Pennsylvania
$200K -$4.53K -150 -2%
AF
469
Allworth Financial
California
$175K -$48K -1,589 -21%
GK
470
Graney & King
New York
$172K +$423 +14 +0.2%
CAL
471
Capital Advisors Ltd
Ohio
$171K +$785 +26 +0.5%
RWM
472
Rialto Wealth Management
New York
$166K – – –
RRA
473
Red Reef Advisors
Florida
$166K +$1.18K +39 +0.7%
YDMI
474
Y.D. More Investments
Israel
$159K +$36.8K +1,220 +30%
PFM
475
Phillips Financial Management
Indiana
$155K -$84.5K -2,798 -35%
17 18
19
20 21