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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
BIP Wealth
Georgia
$39.1M +$17.6M +584,356 +83%
AFG
27
Arkansas Financial Group
Arkansas
$38.3M +$2.04M +67,476 +6%
GAM
28
Gemmer Asset Management
California
$35M +$2.65M +87,709 +8%
HVIA
29
Hudson Valley Investment Advisors
New York
$35M +$2.12M +70,262 +6%
WCWM
30
Willow Creek Wealth Management
California
$33.6M +$1.12M +37,207 +3%
Fisher Asset Management
31
Fisher Asset Management
Washington
$33.5M -$6.98M -231,439 -17%
SPIA
32
Strategic Point Investment Advisors
Rhode Island
$32.8M +$707K +23,436 +2%
SWP
33
Strategic Wealth Partners
Ohio
$32.4M +$603K +19,977 +2%
HCP
34
Holt Capital Partners
Texas
$31.6M +$27K +895 +0.1%
CWM
35
Capital Wealth Management
Rhode Island
$31.2M +$367K +12,168 +1%
CWP
36
Concord Wealth Partners
Virginia
$31M +$1.79M +59,293 +6%
CAMV
37
Concord Asset Management (Virginia)
Virginia
$30.3M +$1.07M +35,390 +4%
Raymond James Financial
38
Raymond James Financial
Florida
$30.1M +$13.9M +461,971 +87%
WFS
39
Walker Financial Services
Kentucky
$29.4M -$10.8M -356,837 -27%
CAI
40
Capital Advisors Inc
Oklahoma
$28.5M -$75.2K -2,492 -0.3%
Cohen & Steers
41
Cohen & Steers
New York
$28.5M -$1.81M -60,000 -6%
MAM
42
McCarthy Asset Management
California
$27.1M +$435K +14,435 +2%
MWM
43
Modern Wealth Management
Kansas
$24.9M +$3.52M +116,711 +17%
FFM
44
Flagstone Financial Management
Nebraska
$24.7M +$1.33M +44,232 +6%
FCAS
45
First Command Advisory Services
Texas
$24.3M +$21.2M +704,139 +707%
OAM
46
Occidental Asset Management
California
$24.2M +$275K +9,107 +1%
NRI
47
NFP Retirement Inc
California
$22.2M +$2.63M +87,122 +14%
HI
48
Horizon Investments
North Carolina
$22.1M +$346K +11,455 +2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$65K +2,155 +0.3%
WA
50
Waverly Advisors
Alabama
$21.4M -$7.91M -262,062 -27%