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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
CX Institutional
Indiana
$48K -$48.6K -1,619 -50%
FFA
502
Farther Finance Advisors
California
$45.7K -$300K -10,012 -87%
TPW
503
Talon Private Wealth
Florida
$43.8K +$43.5K +1,450 New
RWPA
504
Richard W. Paul & Associates
Michigan
$41.7K – – –
AP
505
Atwood & Palmer
Missouri
$40K – – –
MAFA
506
MJT & Associates Financial Advisory
Minnesota
$37.8K – – –
ITIM
507
Indiana Trust & Investment Management
Indiana
$36.5K – – –
FF
508
Friedenthal Financial
New Jersey
$36K +$35.7K +1,191 New
AA
509
Ancora Advisors
Ohio
$32.6K – – –
EWA
510
EverSource Wealth Advisors
Alabama
$29.6K – – –
OC
511
Oakworth Capital
Alabama
$27.2K – – –
SC
512
Stephens Consulting
Michigan
$26.3K -$35.6K -1,187 -58%
ETC
513
Exchange Traded Concepts
Oklahoma
$25.9K +$25.7K +857 New
FGC
514
Financial Gravity Companies
Texas
$23.1K +$22.9K +764 New
WAS
515
Winch Advisory Services
Wisconsin
$22K -$2.58K -86 -11%
WSFS
516
Wilmington Savings Fund Society
Delaware
$21.5K – – –
WA
517
WestEnd Advisors
North Carolina
$20.7K +$8.94K +298 +77%
JHCP
518
Jackson Hole Capital Partners
Oklahoma
$18.6K – – –
SC
519
SouthState Corp
Florida
$18.5K +$18.4K +612 New
CSC
520
Caldwell Sutter Capital
California
$17.4K – – –
TWC
521
TD Waterhouse Canada
Ontario, Canada
$16.3K – – –
FG
522
Fairman Group
Pennsylvania
$16.3K – – –
BWM
523
Bullock Wealth Management
Indiana
$16.1K +$120 +4 +0.8%
OHWP
524
Oak Harbor Wealth Partners
North Carolina
$14.6K – – –
DWA
525
Delos Wealth Advisors
Texas
$13.9K +$13.8K +459 New
19 20
21
22 23