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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Washington Trust
Rhode Island
$41.5K – – –
CSPAM
502
Cary Street Partners Asset Management
Virginia
$32.6K – – –
MAWCM
503
Mine & Arao Wealth Creation & Management
California
$30.9K – – –
TCPG
504
Trivant Custom Portfolio Group
California
$30.5K +$30.4K +1,030 New
AIP
505
Ameritas Investment Partners
Nebraska
$30K +$17K +575 +132%
KFI
506
Key Financial Inc
Pennsylvania
$29.7K +$20.6K +700 +233%
AWM
507
Accel Wealth Management
Iowa
$29.1K – – –
HBW
508
Hazlett, Burt & Watson
West Virginia
$29K – – –
RPCA
509
Running Point Capital Advisors
California
$28.3K +$2.74K +93 +11%
HWM
510
HighMark Wealth Management
Minnesota
$27.1K +$1.48K +50 +6%
TIM
511
Tortoise Investment Management
New York
$26.7K – – –
HIA
512
Harbor Investment Advisory
Maryland
$23.8K – – –
IA
513
IFP Advisors
Florida
$22.9K -$60.6K -2,056 -73%
FFA
514
Founders Financial Alliance
North Carolina
$21.3K – – –
AF
515
Allworth Financial
California
$21K +$59 +2 +0.3%
FMP
516
Financial Management Professionals
Texas
$21K +$20.8K +704 New
CB
517
CNB Bank
Pennsylvania
$20.4K +$20.4K +690 New
FRA
518
Front Row Advisors
California
$19K – – –
TFA
519
Toth Financial Advisory
Virginia
$18.5K – – –
JHCP
520
Jackson Hole Capital Partners
Oklahoma
$18.2K – – –
FCA
521
FinTrust Capital Advisors
South Carolina
$16.7K – – –
TWC
522
TD Waterhouse Canada
Ontario, Canada
$16.1K – – –
LFA
523
Legend Financial Advisors
Pennsylvania
$15.6K – – –
FWP
524
FAS Wealth Partners
Kansas
$15K – – –
CAL
525
Capital Analysts LLC
Pennsylvania
$14K +$59 +2 +0.4%
19 20
21
22 23