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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
Walker Financial Services
Kentucky
$40.1M +$2.64M +88,018 +7%
AFG
27
Arkansas Financial Group
Arkansas
$36.1M +$949K +31,631 +3%
HVIA
28
Hudson Valley Investment Advisors
New York
$32.8M -$460K -15,326 -1%
WCWM
29
Willow Creek Wealth Management
California
$32.3M +$22.9K +765 +0.1%
GAM
30
Gemmer Asset Management
California
$32.3M +$1.8M +60,106 +6%
SPIA
31
Strategic Point Investment Advisors
Rhode Island
$32M +$702K +23,409 +2%
SWP
32
Strategic Wealth Partners
Ohio
$31.7M +$31.5M +1,050,095 New
HCP
33
Holt Capital Partners
Texas
$31.4M -$2.77M -92,272 -8%
CWM
34
Capital Wealth Management
Rhode Island
$30.7M +$3.42M +114,001 +13%
Cohen & Steers
35
Cohen & Steers
New York
$30.2M +$8.01M +267,000 +36%
SA
36
SoundView Advisors
Washington
$29.6M +$1.4M +46,659 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$29.2M +$2.47M +82,382 +9%
WA
38
Waverly Advisors
Alabama
$29.2M -$14M -466,579 -33%
CWP
39
Concord Wealth Partners
Virginia
$29.2M +$416K +13,854 +1%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$29.2M +$1.67M +55,640 +6%
CAI
41
Capital Advisors Inc
Oklahoma
$28.5M +$2.91K +97 +0%
MAM
42
McCarthy Asset Management
California
$26.6M +$3.04M +101,286 +13%
OAM
43
Occidental Asset Management
California
$23.8M -$1.05M -34,931 -4%
FFM
44
Flagstone Financial Management
Nebraska
$23.3M +$1.39M +46,226 +6%
LGWM
45
Litman Gregory Wealth Management
California
$22.6M -$3.78M -126,072 -14%
HI
46
Horizon Investments
North Carolina
$21.9M +$2.01M +66,942 +10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$21.8M -$461K -15,352 -2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$21.7M +$1.71M +57,005 +9%
MWM
49
Modern Wealth Management
Kansas
$21.3M +$3.59M +119,637 +20%
BW
50
BIP Wealth
Georgia
$21.3M +$3.78M +126,073 +22%