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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
501
Legacy Wealth Management (Idaho)
Idaho
$15.9K +$16K +532 New
BWM
502
Bullock Wealth Management
Indiana
$15.8K +$150 +5 +1%
HC
503
Hoese & Co
Minnesota
$12.3K – – –
LCM
504
Logan Capital Management
Pennsylvania
$10.1K – – –
M
505
MOTCO
Texas
$9.9K – – –
BSB
506
Bangor Savings Bank
Maine
$9.21K +$9.12K +304 New
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$8.99K – – –
SS
508
Sunbelt Securities
Texas
$8.3K – – –
MRCM
509
M&R Capital Management
New Jersey
$7.84K – – –
RWA
510
Redmont Wealth Advisors
Illinois
$7.63K – – –
GTAM
511
Global Trust Asset Management
Florida
$7.57K +$7.5K +250 New
RI
512
Ridgewood Investments
New Jersey
$6.33K -$180 -6 -3%
TFA
513
Transamerica Financial Advisors
Florida
$6K -$960K -32,000 -99%
SWA
514
SOA Wealth Advisors
New York
$5.6K – – –
MLA
515
MB, Levis & Associates
Pennsylvania
$4.54K +$60 +2 +1%
1IA
516
1620 Investment Advisors
Massachusetts
$4.54K – – –
RCM
517
Raleigh Capital Management
North Carolina
$4.09K +$4.05K +135 New
BWL
518
Bogart Wealth LLC
Virginia
$3.3K – – –
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.18K +$3.15K +105 New
HIA
520
Harbor Investment Advisory
Maryland
$3.06K – – –
GSEP
521
Golden State Equity Partners
California
$2.03K +$2.01K +67 New
BCA
522
Bray Capital Advisors
Florida
$1.82K – – –
CIAS
523
Capital Investment Advisory Services
North Carolina
$1.64K – – –
TAM
524
Tucker Asset Management
Colorado
$1.27K – – –
WWP
525
WR Wealth Planners
Missouri
$696 +$690 +23 New
19 20
21
22 23